The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
MFS Blended Research Growth Eq R3 BRWTX
- NAV / 1-Day Return 21.47 / +1.95 %
- Total Assets 313.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.740%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.39%
- Turnover 64%
USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 11:42 PM GMT+0
Morningstar’s Analysis BRWTX
Will BRWTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 52.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 10.63 | 34.4 Mil | Technology |
NVIDIA Corp | 9.34 | 30.2 Mil | Technology |
Apple Inc | 8.64 | 28.0 Mil | Technology |
Amazon.com Inc | 7.03 | 22.8 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 5.12 | 16.6 Mil | Communication Services |
Alphabet Inc Class C | 3.24 | 10.5 Mil | Communication Services |
Alphabet Inc Class A | 3.06 | 9.9 Mil | Communication Services |
Eli Lilly and Co | 1.80 | 5.8 Mil | Healthcare |
Adobe Inc | 1.77 | 5.7 Mil | Technology |
Applied Materials Inc | 1.75 | 5.7 Mil | Technology |