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

Performance Overview

Morningstar Return Rating --
YTD Return -1.01%
5y Average Return 15.32%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (May 29, 2025) 39.64%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 39.64%
Worst 3Y Total Return 4.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BRWBX
Category
YTD
-9.41%
12.38%
1-Month
1.18%
5.09%
3-Month
-11.68%
10.28%
1-Year
12.13%
41.70%
3-Year
13.93%
22.56%
5-Year
14.68%
21.98%
10-Year
0.00%
15.99%
Last Bull Market
23.94%
25.99%
Last Bear Market
-19.60%
-17.29%

Annual Total Return (%) History

Jahr
BRWBX
Category
2025
--
--
2024
34.29%
--
2023
39.64%
--
2022
-30.43%
--
2021
27.73%
--
2020
29.38%
35.86%
2019
31.07%
31.90%
2018
-5.81%
-2.09%

2017
25.68%
27.67%
2016
5.62%
3.23%
2015
--
3.60%

Past Quarterly Returns

JahrQ1Q2Q3Q4
2025 -10.46% -- -- --
2024 13.47% 8.20% 2.91% 6.28%
2023 12.54% 12.95% -3.09% 13.36%
2022 -9.86% -19.60% -4.04% 0.04%
2021 3.27% 11.71% 0.43% 10.24%
2020 -13.93% 25.18% 10.62% 8.56%
2019 14.36% 3.94% 0.21% 10.03%
2018 0.97% 3.78% 8.93% -17.49%
2017 7.38% 3.74% 5.36% 7.08%
2016 0.10% -0.59% 4.66% 1.42%

2015 5.15% -- -- --

Rank in Category (By Total Return)

YTD 85
1-Month 63
3-Month 80
1-Year 48
3-Year 45
5-Year 46

Load Adjusted Returns

1-Year 8.13%
3-Year 13.16%
5-Year 14.45%
10-Year --

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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