Skip to Content
Morningstar

MFS Blended Research Growth Eq A BRWAX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 20.60  /  −1.90 %
  • Total Assets 314.6 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.48%
  • Turnover 64%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis BRWAX

Will BRWAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BRWAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRWAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BRWAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

MFS Blended Research Growth Eq A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BRWAX

More BRWAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.72 33.3 Mil
Technology

Apple Inc

9.34 29.0 Mil
Technology

NVIDIA Corp

8.39 26.0 Mil
Technology

Amazon.com Inc

7.07 21.9 Mil
Consumer Cyclical

Meta Platforms Inc Class A

5.30 16.4 Mil
Communication Services

Alphabet Inc Class C

3.05 9.5 Mil
Communication Services

Alphabet Inc Class A

2.87 8.9 Mil
Communication Services

Adobe Inc

2.02 6.3 Mil
Technology

Eli Lilly and Co

1.78 5.5 Mil
Healthcare

Applied Materials Inc

1.76 5.5 Mil
Technology