MFS Blended Research Growth Eq R4 (BRWUX)

Fund Assets	741.71M
Expense Ratio	0.39%
Min. Investment	$1,000
Turnover	52.00%
Dividend (ttm)	1.83
Dividend Yield	5.97%
Dividend Growth	47.98%
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	29.73
YTD Return	8.14%
1-Year Return	15.45%
5-Year Return	80.61%
52-Week Low	24.42
52-Week High	30.69
Beta (5Y)	0.98
Holdings	65
Inception Date	Sep 15, 2015

About BRWUX

The MFS Blended Research Growth Equity Fund Class R4 is a mutual fund designed to seek long-term capital appreciation by investing primarily in U.S. large-cap growth companies. This fund leverages a unique blend of fundamental and quantitative research within a disciplined portfolio construction process, aiming to identify high-quality businesses trading at attractive valuations and poised for potential catalysts rewarding patient investors. Its investment universe focuses on industry leaders with robust growth profiles, typically found in the technology, consumer discretionary, and communication services sectors. The fund benchmarks its performance against the Russell 1000 Growth Index, reflecting its alignment with high-growth, large-cap segments of the U.S. equity market. Since its inception in 2015, the fund has pursued a research-driven approach, actively managing risk while striving for above-market returns. Class R4 shares are intended for eligible investors, offering no sales charges, and benefit from expense waivers through at least September 2025. The MFS Blended Research Growth Equity Fund Class R4 plays a significant role for investors seeking diversified exposure to innovative U.S. companies with strong earnings growth potential within their portfolios.

• Fund Family: MFS
• Category: Large Growth
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: BRWUX
• Share Class: R4
• Index: Russell 1000 Growth TR

Performance

BRWUX had a total return of 15.45% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.62%.

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%
BRWJX	I	0.39%
BRWTX	R3	0.64%
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	$1.82512	Dec 12, 2025
Dec 12, 2024	$1.23335	Dec 13, 2024
Dec 14, 2023	$0.12147	Dec 15, 2023
Dec 13, 2022	$0.34268	Dec 14, 2022
Dec 14, 2021	$3.49945	Dec 15, 2021
Dec 15, 2020	$0.27884	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 22, 2026

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