BRWUX Mutual Fund
BRWUX Mutual Fund
MFS Blended Research Growth Equity Fund Class R4
BRWUX Mutual Fund Overview
BRWUX Mutual Fund (MFS Blended Research Growth Equity Fund Class R4) is managed by MFS Investment Management with $7.0M in net assets. BRWUX expense ratio is 0.39%, holding 75 positions across sectors including Information Technology, Communication Services, Unknown. Inception date: 2015-09-15.
BRWUX performance shows a YTD return of 7.77%. The 1-year return is 18.81% and the 5-year return is 13.51%. BRWUX dividend yield stands at 6.12%, paid annually.
BRWUX 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 BRWUX holdings, sector breakdown, or dividend history.
BRWUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BRWUX alternatives are available via the screener, along with tax-loss harvesting opportunities.