MFS Blended Research Growth Equity Fund Class B (BRWBX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

28.22

+0.01 (0.04%)

At close: Oct 15, 2026

Fund Assets	784.03M
Expense Ratio	1.39%
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	28.21
YTD Return	9.85%
1-Year Return	10.61%
5-Year Return	89.43%
52-Week Low	22.62
52-Week High	29.24
Beta (5Y)	0.98
Holdings	74
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-Cap 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 10.61% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.00%.

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 Large Cap Growth Opportunities Fund	0.73%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.71%
FBGKX	Fidelity	Fidelity Blue Chip Growth K	0.66%

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%
BRWJX	I	0.39%
BRWUX	R4	0.39%
BRWAX	A	0.64%

Top 10 Holdings

55.08% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	16.16%
Apple Inc.	AAPL	7.21%
Microsoft Corporation	MSFT	6.47%
Alphabet Inc.	GOOGL	6.00%
Micron Technology, Inc.	MU	4.47%
Alphabet Inc.	GOOG	3.89%
Broadcom Inc.	AVGO	3.79%
Advanced Micro Devices, Inc.	AMD	2.72%
Meta Platforms, Inc.	META	2.32%
Tesla, Inc.	TSLA	2.05%

View More Holdings

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

Full Dividend History