MFS Blended Research Growth Equity Fund Class R4
BRWUX
NASDAQ
| Weiss Ratings | BRWUX-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 | BRWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | BRWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Blended Research Growth Equity Fund Class R4 | |||
| 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 | BRWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.16% | |||
| Dividend | BRWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.65% | |||
| Asset Allocation | BRWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | BRWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.34% | |||
| 30-Day Total Return | 2.19% | |||
| 60-Day Total Return | 6.17% | |||
| 90-Day Total Return | 4.16% | |||
| Year to Date Total Return | 11.32% | |||
| 1-Year Total Return | 11.45% | |||
| 2-Year Total Return | 38.66% | |||
| 3-Year Total Return | 100.60% | |||
| 5-Year Total Return | 93.25% | |||
| Price | BRWUX-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 | BRWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $30.78 | |||
| 1-Month Low NAV | $29.77 | |||
| 1-Month High NAV | $31.20 | |||
| 52-Week Low NAV | $24.42 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $31.20 | |||
| 52-Week High Price (Date) | Sep 22, 2026 | |||
| Beta / Standard Deviation | BRWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.17 | |||
| Standard Deviation | 16.46 | |||
| Balance Sheet | BRWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 784.48M | |||
| Operating Ratios | BRWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.39% | |||
| Turnover Ratio | 52.00% | |||
| Performance | BRWUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 24.48% | |||
| Last Bear Market Total Return | -19.37% | |||