MFS Blended Research Growth Equity Fund Class C (BRWCX)

Fund Assets	532.13M
Expense Ratio	1.49%
Min. Investment	$1,000
Turnover	46.00%
Dividend (ttm)	1.78
Dividend Yield	7.21%
Dividend Growth	55.52%
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	24.65
YTD Return	-3.98%
1-Year Return	8.72%
5-Year Return	73.91%
52-Week Low	17.58
52-Week High	26.71
Beta (5Y)	n/a
Holdings	73
Inception Date	Sep 15, 2015

About BRWCX

The MFS Blended Research Growth Equity Fund Class C is a mutual fund that primarily invests in U.S.-based large-cap companies with strong growth potential. The fund follows a blended research investment strategy, leveraging both fundamental analysis by sector specialists and quantitative models to identify and select stocks. Its portfolio is heavily weighted towards technology, consumer cyclical, and communication services, with significant holdings in companies such as Apple Inc., NVIDIA, Microsoft, Amazon.com, and Meta Platforms. The fund aims to capture long-term capital appreciation by focusing on firms in rapidly expanding industries and maintaining exposure to innovative market leaders. Designed for investors seeking access to high-growth equities, the MFS Blended Research Growth Equity Fund Class C plays a notable role in the large growth segment of the market, offering diversified exposure to key drivers of economic expansion and technological advancement.

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

Performance

BRWCX had a total return of 8.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.25%.

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	$0.02548	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