BRWBX Mutual Fund
BRWBX Mutual Fund
MFS Blended Research Growth Equity Fund Class B
BRWBX Mutual Fund Overview
BRWBX Mutual Fund (MFS Blended Research Growth Equity Fund Class B) is managed by MFS Investment Management with $379,730 in net assets. BRWBX expense ratio is 1.39%, holding 75 positions across sectors including Information Technology, Communication Services, Unknown. Inception date: 2015-09-15.
BRWBX performance shows a YTD return of 4.24%. The 1-year return is 17.60% and the 5-year return is 16.16%. BRWBX dividend yield stands at 6.45%, paid annually.
BRWBX 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 BRWBX holdings, sector breakdown, or dividend history.
BRWBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BRWBX alternatives are available via the screener, along with tax-loss harvesting opportunities.