MFS Blended Research Growth Equity Fund Class R6 (BRWVX)

Fund Assets	741.71M
Expense Ratio	0.33%
Min. Investment	$1,000
Turnover	52.00%
Dividend (ttm)	1.84
Dividend Yield	6.02%
Dividend Growth	47.67%
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	29.76
YTD Return	8.17%
1-Year Return	15.52%
5-Year Return	81.23%
52-Week Low	24.44
52-Week High	30.73
Beta (5Y)	0.98
Holdings	65
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 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 15.52% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.70%.

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
BRWUX	R4	0.39%
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	$1.84416	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:

Aug 22, 2026

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