MFS Blended Research Growth Equity FundBRWTX

MUTUAL FUNDMFS
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$551.5M
Expense ratio
0.64%
1-year return
+15.0%
3 years, a year
+26.4%
5 years, a year
+14.0%
Holdings
75

What it aims to do.

The funds investment objective is to seek capital appreciation.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp13.04%
AAPL Apple Inc10.19%
MSFT Microsoft Corp8.42%
AMZN Amazon.com Inc4.39%
AVGO Broadcom Inc4.17%
META Meta Platforms Inc3.92%
GOOGL Alphabet Inc2.88%
GOOG Alphabet Inc2.61%
TSLA Tesla Inc2.56%
LRCX Lam Research Corp2.51%

More on BRWTX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.