MFS Blended Research Growth Equity Fund Class B (BRWBX)

Fund Assets	741.71M
Expense Ratio	1.39%
Min. Investment	$1,000
Turnover	52.00%
Dividend (ttm)	1.78
Dividend Yield	6.44%
Dividend Growth	55.52%
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	27.50
YTD Return	7.09%
1-Year Return	12.66%
5-Year Return	76.21%
52-Week Low	22.62
52-Week High	28.59
Beta (5Y)	0.98
Holdings	65
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 12.66% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.93%.

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

54.52% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	13.99%
Apple Inc.	AAPL	8.09%
Alphabet Inc.	GOOGL	6.11%
Microsoft Corporation	MSFT	5.14%
Micron Technology, Inc.	MU	4.77%
Broadcom Inc.	AVGO	3.98%
Advanced Micro Devices, Inc.	AMD	3.82%
Alphabet Inc.	GOOG	3.53%
Meta Platforms, Inc.	META	2.76%
Tesla, Inc.	TSLA	2.33%

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

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:

Aug 27, 2026

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