BRWTX Mutual Fund (MFS Blended Research Growth Equity Fund Class R3) is managed by MFS Investment Management with $5.4M in net assets. BRWTX expense ratio is 0.64%, holding 75 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2015-09-15.

BRWTX performance shows a YTD return of 3.02%. The 1-year return is 18.51% and the 5-year return is 16.46%. BRWTX dividend yield stands at 6.01%, paid annually.

BRWTX top holdings include Nvidia Corp. (13.0%), Apple, Inc (10.2%), Microsoft Corp (8.4%), Amazon.Com Inc (4.4%), Broadcom Inc (4.2%). View all BRWTX holdings, sector breakdown, or dividend history.

BRWTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BRWTX alternatives are available via the screener, along with tax-loss harvesting opportunities.