MFS Blended Research Growth Eq I (BRWJX)

Fund Assets	784.03M
Expense Ratio	0.407%
Min. Investment	$1,000
Turnover	52.00%
Dividend (ttm)	0.05
Dividend Yield	0.19%
Dividend Growth	-42.16%
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	27.17
YTD Return	-0.33%
1-Year Return	-1.39%
5-Year Return	57.50%
52-Week Low	24.37
52-Week High	31.66
Beta (5Y)	0.98
Holdings	75
Inception Date	Sep 15, 2015

About BRWJX

MFS Blended Research Growth Equity Fund Class I is an actively managed mutual fund designed to seek long-term capital appreciation by investing primarily in U.S. large-cap growth equities. The fund blends fundamental and quantitative research approaches to identify high-quality companies trading at attractive valuations, often with potential catalysts that may drive future rewards. Its disciplined portfolio construction process is informed by deep analytical expertise, combining both traditional and data-driven investment techniques to build a diversified portfolio that prioritizes growth potential. The fund’s assets are primarily allocated to sectors such as information technology, communication services, and consumer discretionary, reflecting its focus on companies with above-average earnings growth prospects. Typically, it invests at least 80% of its assets in equity securities, with significant exposure to large “giant cap” names, but may also include mid and small-sized companies to add breadth to its holdings. Benchmarked against the Russell 1000 Growth Index, the fund plays a significant role for investors seeking exposure to leading U.S. growth companies through a methodology that leverages both qualitative judgment and quantitative rigor.

• Fund Family: MFS
• Category: Unclassified
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: BRWJX
• Share Class: I
• Index: Russell 1000 Growth TR

Performance

BRWJX had a total return of -1.39% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.47%.

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%
FBGKX	Fidelity	Fidelity Blue Chip Growth K	0.66%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.71%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
FSPGX	Fidelity	Fidelity Large Cap Growth Index Fund	0.03%

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%
BRWAX	A	0.64%
BRWTX	R3	0.64%

Top 10 Holdings

56.22% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	16.12%
Apple Inc.	AAPL	7.35%
Microsoft Corporation	MSFT	6.36%
Alphabet Inc.	GOOGL	5.91%
Micron Technology, Inc.	MU	4.99%
Alphabet Inc.	GOOG	3.84%
Broadcom Inc.	AVGO	3.46%
Advanced Micro Devices, Inc.	AMD	3.41%
Meta Platforms, Inc.	META	2.85%
Tesla, Inc.	TSLA	1.92%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 11, 2025	$1.82932	Dec 12, 2025
Dec 12, 2024	$1.2345	Dec 13, 2024
Dec 14, 2023	$0.11924	Dec 15, 2023
Dec 13, 2022	$0.3432	Dec 14, 2022
Dec 14, 2021	$3.51107	Dec 15, 2021
Dec 15, 2020	$0.28065	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:

Nov 7, 2026

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