MFS Blended Research Growth Equity Fund Class R1
BRWRX
NASDAQ
| Weiss Ratings | BRWRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | BRWRX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Matthew W. Krummell (10), Jonathan W. Sage (10), John (Jed) E. Stocks (10), 2 others | |||
| Website | http://www.mfs.com | |||
| Fund Information | BRWRX-NASDAQ | Click to Compare |
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| Fund Name | MFS Blended Research Growth Equity Fund Class R1 | |||
| 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 | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BRWRX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | BRWRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.65% | |||
| Asset Allocation | BRWRX-NASDAQ | Click to Compare |
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| Cash | 0.28% | |||
| Stock | 99.72% | |||
| U.S. Stock | 98.81% | |||
| Non-U.S. Stock | 0.91% | |||
| 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 | BRWRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.35% | |||
| 30-Day Total Return | 2.12% | |||
| 60-Day Total Return | 6.01% | |||
| 90-Day Total Return | 3.91% | |||
| Year to Date Total Return | 10.47% | |||
| 1-Year Total Return | 10.34% | |||
| 2-Year Total Return | 35.92% | |||
| 3-Year Total Return | 94.63% | |||
| 5-Year Total Return | 83.87% | |||
| Price | BRWRX-NASDAQ | Click to Compare |
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| 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 | BRWRX-NASDAQ | Click to Compare |
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| Nav | $28.37 | |||
| 1-Month Low NAV | $27.45 | |||
| 1-Month High NAV | $28.76 | |||
| 52-Week Low NAV | $22.62 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $28.76 | |||
| 52-Week High Price (Date) | Sep 22, 2026 | |||
| Beta / Standard Deviation | BRWRX-NASDAQ | Click to Compare |
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| Beta | 1.16 | |||
| Standard Deviation | 16.44 | |||
| Balance Sheet | BRWRX-NASDAQ | Click to Compare |
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| Total Assets | 784.48M | |||
| Operating Ratios | BRWRX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.39% | |||
| Turnover Ratio | 52.00% | |||
| Performance | BRWRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.45% | |||
| Last Bear Market Total Return | -19.61% | |||