MFS Blended Research Growth Eq R1 (BRWRX)

Fund Assets	784.03M
Expense Ratio	1.366%
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	28.20
YTD Return	9.89%
1-Year Return	11.55%
5-Year Return	86.15%
52-Week Low	22.62
52-Week High	29.23
Beta (5Y)	0.98
Holdings	74
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-Cap 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 11.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.99%.

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%

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

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:

Oct 16, 2026

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