BRWAX Mutual Fund
BRWAX Mutual Fund
MFS Blended Research Growth Equity Fund Class A
BRWAX Mutual Fund Overview
BRWAX Mutual Fund (MFS Blended Research Growth Equity Fund Class A) is managed by MFS Investment Management with $172.1M in net assets. BRWAX expense ratio is 0.64%, holding 75 positions across sectors including Information Technology, Communication Services, Unknown. Inception date: 2015-09-15.
BRWAX performance shows a YTD return of 7.63%. The 1-year return is 18.52% and the 5-year return is 16.43%. BRWAX dividend yield stands at 6.05%, paid annually.
BRWAX top holdings include Nvidia Corp (13.0%), Apple Inc (10.2%), Microsoft Corp 4.100 Feb 06 37 (8.4%), Amazon.Com Inc (4.4%), Broadcom Inc (4.2%). View all BRWAX holdings, sector breakdown, or dividend history.
BRWAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BRWAX alternatives are available via the screener, along with tax-loss harvesting opportunities.