MFS Blended Research Growth Equity Fund Class R2 (BRWSX)
| Fund Assets | 532.13M |
| Expense Ratio | 0.99% |
| Min. Investment | $1,000 |
| Turnover | 46.00% |
| Dividend (ttm) | 1.78 |
| Dividend Yield | 6.80% |
| Dividend Growth | 55.52% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 11, 2025 |
| Previous Close | 26.13 |
| YTD Return | -3.90% |
| 1-Year Return | 9.24% |
| 5-Year Return | 78.36% |
| 52-Week Low | 18.57 |
| 52-Week High | 28.27 |
| Beta (5Y) | n/a |
| Holdings | 73 |
| Inception Date | Sep 15, 2015 |
About BRWSX
The MFS Blended Research Growth Equity Fund R2 is a mutual fund that targets long-term capital appreciation by primarily investing in U.S. large-cap equities with robust growth prospects. Utilizing a distinctive blended research approach, the fund combines quantitative analysis with fundamental research to identify companies that exhibit strong earnings growth potential above their peers. This strategy is designed to capture performance from both established and emerging leaders within dynamic sectors such as technology, consumer cyclical, and healthcare. Notable holdings commonly include major players like Apple, NVIDIA, and Microsoft, demonstrating the fund's focus on influential industry leaders. The fund's portfolio is diversified across different market capitalizations but emphasizes giant and large-cap stocks, making it particularly relevant for investors seeking exposure to growth-oriented U.S. equities. The R2 share class is often used in retirement and employer-sponsored plans, reflecting its broad accessibility. Overall, the MFS Blended Research Growth Equity Fund R2 plays a significant role in offering market participants a diversified, research-driven pathway to participate in the evolving landscape of American growth companies.
Performance
BRWSX had a total return of 9.24% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.80%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
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 | $0.05827 | Dec 15, 2023 |
| Dec 13, 2022 | $0.32578 | Dec 14, 2022 |
| Dec 14, 2021 | $3.45831 | Dec 15, 2021 |
| Dec 15, 2020 | $0.20011 | Dec 16, 2020 |