MFS Blended Research Growth Equity Fund Class A (BRWAX)

Fund Assets	784.48M
Expense Ratio	0.64%
Min. Investment	$1,000
Turnover	52.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	29.79
YTD Return	10.01%
1-Year Return	12.09%
5-Year Return	81.18%
52-Week Low	24.06
52-Week High	30.21
Beta (5Y)	1.13
Holdings	74
Inception Date	Sep 15, 2015

About BRWAX

MFS Blended Research Growth Equity Fund Class A is a mutual fund focused on achieving capital appreciation by investing primarily in U.S. large-cap growth equities. The fund strategically combines both fundamental and quantitative research methodologies to construct a disciplined portfolio, seeking companies with high-quality financial profiles that are attractively valued and demonstrate catalysts for long-term growth potential. Its investment universe predominantly features major companies in sectors such as technology, consumer cyclical, and communication services, with top holdings including Apple, NVIDIA, Microsoft, Amazon, and Meta Platforms. The fund typically allocates at least 80% of its assets to equity securities, mainly favoring large-capitalization firms. It is benchmarked against the Russell 1000 Growth Index, aligning its approach with a focus on companies expected to outpace the broader market in earnings growth. Since its inception in 2015, the fund has maintained a competitive expense structure and provides investors with exposure to some of the most innovative and rapidly expanding segments of the U.S. equity market, playing a significant role for those seeking participation in equity-driven growth opportunities.

• Fund Family: MFS
• 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 12.09% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.41%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.45%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.74%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.61%
FBGKX	Fidelity	Fidelity Blue Chip Growth K	0.54%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
BRWVX	R6	0.33%
BRWUX	R4	0.39%
BRWJX	I	0.39%
BRWTX	R3	0.64%

Top 10 Holdings

54.39% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	15.46%
Apple Inc.	AAPL	7.26%
Alphabet Inc.	GOOGL	6.51%
Microsoft Corporation	MSFT	6.13%
Alphabet Inc.	GOOG	4.28%
Broadcom Inc.	AVGO	4.19%
Micron Technology, Inc.	MU	3.53%
Advanced Micro Devices, Inc.	AMD	2.90%
Meta Platforms, Inc.	META	2.33%
GE Vernova Inc.	GEV	1.80%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 11, 2025	$1.77571	Dec 12, 2025
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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Sep 20, 2026

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