MFS Blended Research Growth Equity Fund Class R4
BRWUX
NASDAQ
| Weiss Ratings | BRWUX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | BRWUX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | James C. Fallon (9), Matthew W. Krummell (9), Jonathan W. Sage (9), 1 other | |||
| Website | http://www.mfs.com | |||
| Fund Information | BRWUX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 0.31% | |||
| Dividend | BRWUX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.68% | |||
| Asset Allocation | BRWUX-NASDAQ | Click to Compare |
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| Cash | 0.71% | |||
| Stock | 99.30% | |||
| U.S. Stock | 98.68% | |||
| Non-U.S. Stock | 0.62% | |||
| 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 |
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| 7-Day Total Return | -0.96% | |||
| 30-Day Total Return | 3.11% | |||
| 60-Day Total Return | 3.03% | |||
| 90-Day Total Return | 9.01% | |||
| Year to Date Total Return | 10.35% | |||
| 1-Year Total Return | 25.34% | |||
| 2-Year Total Return | 60.80% | |||
| 3-Year Total Return | 92.87% | |||
| 5-Year Total Return | 104.07% | |||
| Price | BRWUX-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 | BRWUX-NASDAQ | Click to Compare |
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| Nav | $27.81 | |||
| 1-Month Low NAV | $27.28 | |||
| 1-Month High NAV | $28.30 | |||
| 52-Week Low NAV | $20.06 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $28.30 | |||
| 52-Week High Price (Date) | Aug 28, 2025 | |||
| Beta / Standard Deviation | BRWUX-NASDAQ | Click to Compare |
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| Beta | 1.08 | |||
| Standard Deviation | 17.61 | |||
| Balance Sheet | BRWUX-NASDAQ | Click to Compare |
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| Total Assets | 447.32M | |||
| Operating Ratios | BRWUX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.49% | |||
| Turnover Ratio | 46.00% | |||
| Performance | BRWUX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.63% | |||
| Last Bear Market Total Return | -19.37% | |||