MFS Blended Research Growth Equity Fund Class A
BRWAX
NASDAQ
| Weiss Ratings | BRWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | BRWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | James C. Fallon (10), Matthew W. Krummell (10), Jonathan W. Sage (10), 3 others | |||
| Website | http://www.mfs.com | |||
| Fund Information | BRWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Blended Research Growth Equity Fund Class A | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 15, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | BRWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | BRWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.61% | |||
| Asset Allocation | BRWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.01% | |||
| Stock | 98.99% | |||
| U.S. Stock | 97.72% | |||
| Non-U.S. Stock | 1.27% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BRWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -5.46% | |||
| 30-Day Total Return | -8.82% | |||
| 60-Day Total Return | -12.25% | |||
| 90-Day Total Return | -12.44% | |||
| Year to Date Total Return | -11.77% | |||
| 1-Year Total Return | 14.69% | |||
| 2-Year Total Return | 22.41% | |||
| 3-Year Total Return | 73.72% | |||
| 5-Year Total Return | 70.69% | |||
| Price | BRWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BRWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $24.06 | |||
| 1-Month Low NAV | $24.06 | |||
| 1-Month High NAV | $26.45 | |||
| 52-Week Low NAV | $19.80 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $30.20 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | BRWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.14 | |||
| Standard Deviation | 15.04 | |||
| Balance Sheet | BRWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 551.45M | |||
| Operating Ratios | BRWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.64% | |||
| Turnover Ratio | 46.00% | |||
| Performance | BRWAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 24.45% | |||
| Last Bear Market Total Return | -19.42% | |||