MFS Blended Research Growth Eq R2 (BRWSX)

Fund Assets	741.71M
Expense Ratio	0.89%
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	29.18
YTD Return	7.44%
1-Year Return	13.22%
5-Year Return	80.35%
52-Week Low	23.96
52-Week High	30.10
Beta (5Y)	0.98
Holdings	65
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.

• Fund Family: MFS
• Category: Large Growth
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: BRWSX
• Share Class: R2
• Index: Russell 1000 Growth TR

Performance

BRWSX had a total return of 13.22% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.46%.

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 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%

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

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:

Aug 27, 2026

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