Nasdaq - Delayed Quote USD

MFS Blended Research Growth Eq B (BRWBX)

23.43
-0.04
(-0.17%)
At close: May 30 at 8:00:08 PM EDT

Top 10 Holdings (53.71% of Total Assets)

SymbolCompany% Assets
Apple Inc. 10.36%
NVIDIA Corporation 10.17%
Microsoft Corporation 9.86%
Amazon.com, Inc. 6.84%
Alphabet Inc. 4.42%
Meta Platforms, Inc. 4.19%
Broadcom Inc. 2.08%
ServiceNow, Inc. 2.01%
Tesla, Inc. 1.91%
Booking Holdings Inc. 1.87%
Get Quotes for Top Holdings

Sector Weightings

SectorBRWBX
Technology   47.42%
Communication Services   13.97%
Consumer Cyclical   13.71%
Healthcare   8.33%
Financial Services   8.22%
Industrials   3.21%
Consumer Defensive   2.90%
Real Estate   1.24%
Utilities   0.69%
Basic Materials   0.31%
Energy   0.00%

Overall Portfolio Composition (%)

Cash 1.25%
Stocks 98.75%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average BRWBX Category Average
Price/Earnings 0.04 34.82
Price/Book 0.13 8.34
Price/Sales 0.29 4.62
Price/Cashflow 0.05 23.95
Median Market Cap 417,793.41 310,214.47
3 Year Earnings Growth 20.19 23.61

Bond Holdings

Average BRWBX Category Average
Maturity -- 3.63
Duration -- 2.73
Credit Quality -- --

Performance & Risk

YTD Return -1.01%
5y Average Return 15.32%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family MFS
Net Assets 400.88M
YTD Return -9.41%
Yield 0.00%
Morningstar Rating
Inception Date Sep 15, 2015

Fund Summary

The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. While the fund may invest the fund's assets in securities of companies of any size, it primarily invests in securities of companies with large capitalizations. The fund may invest the fund's assets in foreign securities. It is non-diversified.

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