BRWRX Mutual Fund
BRWRX Mutual Fund
MFS Blended Research Growth Equity Fund Class R1
BRWRX Mutual Fund Overview
BRWRX Mutual Fund (MFS Blended Research Growth Equity Fund Class R1) is managed by MFS Investment Management with $965,455.96 in net assets. BRWRX expense ratio is 1.39%, holding 75 positions across sectors including Information Technology, Communication Services, Unknown. Inception date: 2015-09-15.
BRWRX performance shows a YTD return of 4.21%. The 1-year return is 17.60% and the 5-year return is 16.17%. BRWRX dividend yield stands at 6.45%, paid annually.
BRWRX 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 BRWRX holdings, sector breakdown, or dividend history.
BRWRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BRWRX alternatives are available via the screener, along with tax-loss harvesting opportunities.