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 22.03 / +0.32 %
- Total Assets 323.6 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 0.41%
- Turnover 64%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 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 52.3
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 |