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MFS Blended Research Growth Eq I (BRWJX)

21.96
+0.01
+(0.05%)
At close: 6:45:08 PM EDT
Loading Chart for BRWJX
  • Previous Close 21.95
  • YTD Return -10.25%
  • Expense Ratio 0.49%
  • Category Large Growth
  • Last Cap Gain 48.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 378.69M
  • Beta (5Y Monthly) 1.12
  • Yield 0.39%
  • 5y Average Return --
  • Holdings Turnover 48.00%
  • Last Dividend 0.09
  • Inception Date Sep 15, 2015

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.

MFS

Fund Family

Large Growth

Fund Category

378.69M

Net Assets

2015-09-15

Inception Date

Performance Overview: BRWJX

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Trailing returns as of 4/14/2025. Category is Large Growth.

YTD Return

BRWJX
10.25%
Category
12.38%
 

1-Year Return

BRWJX
6.98%
Category
41.70%
 

3-Year Return

BRWJX
10.11%
Category
22.56%
 

5-Year Return

BRWJX
18.71%
Category
21.98%
 

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Holdings: BRWJX

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Sector Weightings

SectorBRWJX
Technology   47.72%
Healthcare   7.77%
Industrials   2.75%
Real Estate   1.23%
Utilities   0.61%
Energy   0.00%

Recent News: BRWJX

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Research Reports: BRWJX

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