MFS Blended Research Growth Eq R6 (BRWVX)

Fund Assets	784.03M
Expense Ratio	0.344%
Min. Investment	$1,000
Turnover	52.00%
Dividend (ttm)	0.07
Dividend Yield	0.22%
Dividend Growth	-36.03%
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	30.65
YTD Return	10.77%
1-Year Return	11.82%
5-Year Return	91.31%
52-Week Low	24.44
52-Week High	31.76
Beta (5Y)	0.98
Holdings	74
Inception Date	Sep 15, 2015

About BRWVX

MFS Blended Research Growth Equity Fund R6 is a mutual fund that primarily seeks capital appreciation by investing at least 80% of its net assets in equity securities, with a focus on companies displaying above-average earnings growth potential. The fund employs a blended research approach, combining fundamental research insights from both quantitative and qualitative sources to construct a diversified portfolio. Concentrated in the large growth category, the portfolio mainly consists of large-cap U.S. companies, with minimal allocation to foreign stocks. It holds positions across a broad array of industries, but tends to emphasize innovative leaders in technology, consumer, and healthcare sectors. The fund’s holdings are characterized by solid long-term earnings growth expectations and robust market capitalization, supporting its growth-oriented strategy. With an expense ratio of 0.43% and no sales charge for R6 shares, it is designed for institutional and retirement plan investors seeking exposure to established growth companies. MFS Blended Research Growth Equity Fund R6 plays a significant role in growth-oriented investment strategies, serving as a core equity holding for portfolios aiming for long-term capital growth within the U.S. equity market.

• Fund Family: MFS
• Category: Large-Cap Growth
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: BRWVX
• Share Class: R6
• Index: Russell 1000 Growth TR

Performance

BRWVX had a total return of 11.82% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.72%.

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
BRWJX	I	0.39%
BRWUX	R4	0.39%
BRWAX	A	0.64%
BRWTX	R3	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	$1.84416	Dec 12, 2025
Dec 12, 2024	$1.24882	Dec 13, 2024
Dec 14, 2023	$0.13267	Dec 15, 2023
Dec 13, 2022	$0.34845	Dec 14, 2022
Dec 14, 2021	$3.51845	Dec 15, 2021
Dec 15, 2020	$0.29452	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:

Oct 16, 2026

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