MFS Blended Research Growth Equity Fund Class R3
BRWTX
NASDAQ
| Weiss Ratings | BRWTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | BRWTX-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 | BRWTX-NASDAQ | Click to Compare |
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| Fund Name | MFS Blended Research Growth Equity Fund Class R3 | |||
| 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 | BRWTX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | BRWTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.65% | |||
| Asset Allocation | BRWTX-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 | BRWTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.32% | |||
| 30-Day Total Return | 2.17% | |||
| 60-Day Total Return | 6.15% | |||
| 90-Day Total Return | 4.09% | |||
| Year to Date Total Return | 11.10% | |||
| 1-Year Total Return | 11.17% | |||
| 2-Year Total Return | 37.96% | |||
| 3-Year Total Return | 99.02% | |||
| 5-Year Total Return | 90.88% | |||
| Price | BRWTX-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 | BRWTX-NASDAQ | Click to Compare |
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| Nav | $30.51 | |||
| 1-Month Low NAV | $29.51 | |||
| 1-Month High NAV | $30.92 | |||
| 52-Week Low NAV | $24.24 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $30.92 | |||
| 52-Week High Price (Date) | Sep 22, 2026 | |||
| Beta / Standard Deviation | BRWTX-NASDAQ | Click to Compare |
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| Beta | 1.17 | |||
| Standard Deviation | 16.46 | |||
| Balance Sheet | BRWTX-NASDAQ | Click to Compare |
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| Total Assets | 784.48M | |||
| Operating Ratios | BRWTX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.64% | |||
| Turnover Ratio | 52.00% | |||
| Performance | BRWTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.25% | |||
| Last Bear Market Total Return | -19.44% | |||