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) | James C. Fallon (10), Matthew W. Krummell (10), Jonathan W. Sage (10), 3 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) | 0.61% | |||
| Asset Allocation | BRWTX-NASDAQ | Click to Compare |
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| 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 | BRWTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -5.42% | |||
| 30-Day Total Return | -8.80% | |||
| 60-Day Total Return | -12.20% | |||
| 90-Day Total Return | -12.39% | |||
| Year to Date Total Return | -11.72% | |||
| 1-Year Total Return | 14.73% | |||
| 2-Year Total Return | 22.45% | |||
| 3-Year Total Return | 73.74% | |||
| 5-Year Total Return | 70.73% | |||
| 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 | $24.24 | |||
| 1-Month Low NAV | $24.24 | |||
| 1-Month High NAV | $26.64 | |||
| 52-Week Low NAV | $19.93 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $30.40 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | BRWTX-NASDAQ | Click to Compare |
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| Beta | 1.14 | |||
| Standard Deviation | 15.06 | |||
| Balance Sheet | BRWTX-NASDAQ | Click to Compare |
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| Total Assets | 551.45M | |||
| Operating Ratios | BRWTX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.64% | |||
| Turnover Ratio | 46.00% | |||
| Performance | BRWTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.50% | |||
| Last Bear Market Total Return | -19.44% | |||