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MFS Blended Research Growth Eq R3 BRWTX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 22.03  /  +0.32 %
  • Total Assets 323.6 Mil
  • Adj. Expense Ratio
    0.740%
  • 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.

MFS Blended Research Growth Eq R3'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-cheapest fee quintile among peers.

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Portfolio Holdings BRWTX

  • 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