Nasdaq - Delayed Quote USD
MFS Blended Research Growth Eq R3 (BRWTX)
21.20
+0.57
+(2.76%)
At close: 8:00:08 PM EDT
Top 10 Holdings (56.15% of Total Assets)
Sector Weightings
SectorBRWTX
Technology 47.72%
Communication Services 14.60%
Consumer Cyclical 14.27%
Financial Services 7.90%
Healthcare 7.77%
Consumer Defensive 2.79%
Industrials 2.75%
Real Estate 1.23%
Utilities 0.61%
Basic Materials 0.34%
Energy 0.00%
Overall Portfolio Composition (%)
| Cash | 1.49% |
| Stocks | 98.52% |
| 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 | BRWTX | Category Average |
|---|---|---|
| Price/Earnings | 0.03 | 34.82 |
| Price/Book | 0.12 | 8.34 |
| Price/Sales | 0.28 | 4.62 |
| Price/Cashflow | 0.05 | 23.95 |
| Median Market Cap | 485,614.75 | 310,214.47 |
| 3 Year Earnings Growth | 19.65 | 23.61 |
Bond Holdings
| Average | BRWTX | Category Average |
|---|---|---|
| Maturity | -- | 3.63 |
| Duration | -- | 2.73 |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | -17.68% |
| 5y Average Return | 14.87% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | MFS |
| Net Assets | 378.69M |
| YTD Return | -10.30% |
| Yield | 0.14% |
| 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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