MFS Blended Research Growth Eq R3 (BRWTX)

Fund Assets	741.71M
Expense Ratio	0.64%
Min. Investment	$1,000
Turnover	52.00%
Dividend (ttm)	1.78
Dividend Yield	5.99%
Dividend Growth	51.02%
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	29.47
YTD Return	7.94%
1-Year Return	15.14%
5-Year Return	78.31%
52-Week Low	24.24
52-Week High	30.43
Beta (5Y)	0.98
Holdings	65
Inception Date	Sep 15, 2015

About BRWTX

The MFS Blended Research Growth Equity Fund Class R3 is a mutual fund specializing in the large growth equity segment. Its primary objective is to achieve long-term capital appreciation by investing predominantly in equity securities of companies with above-average growth potential. The fund leverages a unique blend of quantitative models and fundamental research conducted by sector analysts, aiming for a diversified, research-driven approach to stock selection. Notably, the portfolio is concentrated in large and giant capitalization companies, with a strong emphasis on leading technology, consumer cyclical, and communication services sectors. Major holdings often include well-known names like Apple, NVIDIA, and Microsoft, among others. The fund typically maintains high equity exposure, with over 98% of assets invested in stocks, and a significant portion allocated to its top ten holdings. Serving institutional and individual investors seeking exposure to growth-oriented U.S. equities, the fund plays a key role in growth portfolios by offering diversified access to many of the market's most dynamic and innovative companies. Its disciplined blended research process and focus on large-cap growth stocks make it a prominent option within the large growth fund category.

• Fund Family: MFS
• Category: Large Growth
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: BRWTX
• Share Class: R3
• Index: Russell 1000 Growth TR

Performance

BRWTX had a total return of 15.14% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.35%.

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%
BRWAX	A	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	$1.17585	Dec 13, 2024
Dec 14, 2023	$0.08681	Dec 15, 2023
Dec 13, 2022	$0.32743	Dec 14, 2022
Dec 14, 2021	$3.45831	Dec 15, 2021
Dec 15, 2020	$0.2402	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 24, 2026

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