MFS Blended Research Growth Equity Fund Class A (BRWAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
22.61
+0.03 (0.13%)
Apr 30, 2025, 4:00 PM EDT
5.85%
Fund Assets 261.03M
Expense Ratio 0.74%
Min. Investment $1,000
Turnover n/a
Dividend (ttm) 1.19
Dividend Yield 5.28%
Dividend Growth 1,030.95%
Payout Frequency Annual
Ex-Dividend Date Dec 12, 2024
Previous Close 22.58
YTD Return -9.56%
1-Year Return 10.26%
5-Year Return 104.92%
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 72
Inception Date Sep 15, 2015

About BRWAX

BRWAX was founded on 2015-09-15. The Fund's investment strategy focuses on Growth with 0.74% total expense ratio. The minimum amount to invest in MFS Series Trust X: MFS Blended Research Growth Equity Fund; Class A Shares is $1,000 on a standard taxable account. MFS Series Trust X: MFS Blended Research Growth Equity Fund; Class A Shares seeks capital appreciation. BRWAX invests at least 80% of the funds net assets in equity securities. It focuses on investing the funds assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies. It invests in companies with large capitalizations.

Category Large Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BRWAX
Share Class A
Index Russell 1000 Growth TR

Performance

BRWAX had a total return of 10.26% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.61%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
FLGEX Fidelity Fidelity Large Cap Growth Enhanced Index Fund 0.39%
FBCGX Fidelity Fidelity Blue Chip Growth K6 Fund 0.46%
FHOFX Fidelity Fidelity Series Large Cap Growth Index Fund n/a
FBGRX Fidelity Fidelity Blue Chip Growth Fund 0.69%
FBGKX Fidelity Fidelity Blue Chip Growth Fund - Class K 0.59%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
BRWVX R6 0.43%
BRWUX R4 0.49%
BRWJX I 0.49%
BRWTX R3 0.74%

Top 10 Holdings

56.30% of assets
Name Symbol Weight
Apple Inc. AAPL 11.02%
NVIDIA Corporation NVDA 10.75%
Microsoft Corporation MSFT 9.12%
Amazon.com, Inc. AMZN 7.26%
Meta Platforms, Inc. META 4.85%
Alphabet Inc. GOOGL 4.46%
Alphabet Inc. GOOG 2.80%
Tesla, Inc. TSLA 2.27%
Broadcom Inc. AVGO 1.99%
ServiceNow, Inc. NOW 1.80%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 12, 2024 $1.18897 Dec 13, 2024
Dec 14, 2023 $0.10513 Dec 15, 2023
Dec 13, 2022 $0.32671 Dec 14, 2022
Dec 14, 2021 $3.45831 Dec 15, 2021
Dec 15, 2020 $0.23423 Dec 16, 2020
Dec 17, 2019 $0.64252 Dec 17, 2019
Full Dividend History