MFS Blended Research Growth Equity Fund Class R1 (BRWRX)
| Fund Assets | 429.29M |
| Expense Ratio | 1.49% |
| Min. Investment | $1,000 |
| Turnover | 48.00% |
| Dividend (ttm) | 1.14 |
| Dividend Yield | 4.59% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 12, 2024 |
| Previous Close | 24.89 |
| YTD Return | 5.53% |
| 1-Year Return | 20.61% |
| 5-Year Return | 124.13% |
| 52-Week Low | 18.82 |
| 52-Week High | 25.74 |
| Beta (5Y) | n/a |
| Holdings | 77 |
| Inception Date | Sep 15, 2015 |
About BRWRX
The MFS Blended Research Growth Equity Fund R1 is a U.S. mutual fund designed to seek capital appreciation by investing primarily in large-cap companies exhibiting robust growth potential. The fund employs a unique approach that blends both fundamental and quantitative research, constructing a disciplined portfolio centered around high-quality businesses trading at favorable valuations and possessing catalysts for long-term reward. Its strategy is benchmarked to the Russell 1000 Growth Index, reflecting a focus on leading U.S. growth stocks, particularly in rapidly expanding sectors such as technology, consumer discretionary, and communication services. The fund is classified as non-diversified, allowing for concentrated exposure to its highest-conviction ideas. With net assets exceeding $400 million as of May 2025, the fund offers investors a vehicle for participating in the growth potential of premier U.S. companies, making it a notable component within the large growth mutual fund category.
Performance
BRWRX had a total return of 20.61% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.92%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FLGEX | Fidelity | Fidelity Large Cap Growth Enhanced Index Fund | 0.39% |
| FBCGX | Fidelity | Fidelity Blue Chip Growth K6 Fund | 0.46% |
| FHOFX | Fidelity | Fidelity Series Large Cap Growth Index Fund | n/a |
| FBGRX | Fidelity | Fidelity Blue Chip Growth Fund | 0.69% |
| FBGKX | Fidelity | Fidelity Blue Chip Growth Fund - Class K | 0.59% |
Top 10 Holdings
53.71% of assets| Name | Symbol | Weight |
|---|---|---|
| Apple Inc. | AAPL | 10.36% |
| NVIDIA Corporation | NVDA | 10.17% |
| Microsoft Corporation | MSFT | 9.86% |
| Amazon.com, Inc. | AMZN | 6.84% |
| Alphabet Inc. | GOOGL | 4.42% |
| Meta Platforms, Inc. | META | 4.19% |
| Broadcom Inc. | AVGO | 2.08% |
| ServiceNow, Inc. | NOW | 2.01% |
| Tesla, Inc. | TSLA | 1.91% |
| Booking Holdings Inc. | BKNG | 1.87% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 12, 2024 | $1.14182 | Dec 13, 2024 |
| Dec 13, 2022 | $0.32578 | Dec 14, 2022 |
| Dec 14, 2021 | $3.45831 | Dec 15, 2021 |
| Dec 15, 2020 | $0.19221 | Dec 16, 2020 |
| Dec 17, 2019 | $0.55795 | Dec 17, 2019 |
| Dec 18, 2018 | $0.81552 | Dec 18, 2018 |