MFS Blended Research Growth Equity Fund Class B (BRWBX)

Fund Assets	532.13M
Expense Ratio	1.49%
Min. Investment	$1,000
Turnover	46.00%
Dividend (ttm)	1.78
Dividend Yield	7.20%
Dividend Growth	55.52%
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	24.69
YTD Return	-3.97%
1-Year Return	8.70%
5-Year Return	73.89%
52-Week Low	17.61
52-Week High	26.76
Beta (5Y)	n/a
Holdings	73
Inception Date	Sep 15, 2015

About BRWBX

The MFS Blended Research Growth Equity Fund B Shares is a mutual fund designed to capitalize on growth opportunities in the equity market. Its primary function is to seek long-term capital appreciation by integrating fundamental and quantitative research into a disciplined portfolio construction process. The fund focuses on high-quality companies with favorable valuations and growth catalysts, often investing in rapidly expanding industries. It benchmarks its performance against the Russell 1000 Growth Index, which measures large-cap U.S. growth stocks. This fund plays a significant role in the financial market by providing investors with exposure to a diversified portfolio of growth-oriented equities, catering to those interested in leveraging the potential of dynamic market sectors.

• Fund Family: MFS
• Category: Large Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: BRWBX
• Share Class: B
• Index: Russell 1000 Growth TR

Performance

BRWBX had a total return of 8.70% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.24%.

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	0.46%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Select Large Cap Growth Fund	0.75%
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%
BRWJX	I	0.49%
BRWUX	R4	0.49%
BRWAX	A	0.74%

Top 10 Holdings

57.86% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	13.35%
Apple Inc.	AAPL	10.69%
Microsoft Corporation	MSFT	10.02%
Amazon.com, Inc.	AMZN	4.70%
Broadcom Inc.	AVGO	4.39%
Meta Platforms, Inc.	META	4.39%
Alphabet Inc.	GOOGL	2.81%
Tesla, Inc.	TSLA	2.79%
Alphabet Inc.	GOOG	2.56%
Lam Research Corporation	LRCX	2.17%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 11, 2025	$1.77571	Dec 12, 2025
Dec 12, 2024	$1.14182	Dec 13, 2024
Dec 14, 2023	$0.00878	Dec 15, 2023
Dec 13, 2022	$0.32578	Dec 14, 2022
Dec 14, 2021	$3.45831	Dec 15, 2021
Dec 15, 2020	$0.19221	Dec 16, 2020