MFS Blended Research Growth Eq R1 (BRWRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

27.48

-0.01 (-0.04%)

At close: Aug 26, 2026

5.37% (1Y)

Fund Assets	741.71M
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	n/a
Ex-Dividend Date	Dec 11, 2025

Previous Close	27.49
YTD Return	7.05%
1-Year Return	12.62%
5-Year Return	76.16%
52-Week Low	22.62
52-Week High	28.58
Beta (5Y)	0.98
Holdings	65
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.

Fund Family MFS

Category Large Growth

Performance Rating Average

Risk Rating Average

Stock Exchange NASDAQ

Ticker Symbol BRWRX

Share Class R1

Index Russell 1000 Growth TR

Performance

BRWRX had a total return of 12.62% 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
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 Fund - Class 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%

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 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

Full Dividend History