The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
MFS Blended Research Growth Eq R4 BRWUX
- NAV / 1-Day Return 22.87 / +1.06 %
- Total Assets 343.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.490%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.57%
- Turnover 64%
USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:12 PM GMT+0
Morningstar’s Analysis BRWUX
Will BRWUX 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 52.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 10.30 | 32.3 Mil | Technology |
NVIDIA Corp | 9.35 | 29.3 Mil | Technology |
Apple Inc | 8.99 | 28.2 Mil | Technology |
Amazon.com Inc | 7.15 | 22.4 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.75 | 14.9 Mil | Communication Services |
Alphabet Inc Class C | 3.67 | 11.5 Mil | Communication Services |
Alphabet Inc Class A | 3.45 | 10.8 Mil | Communication Services |
Eli Lilly and Co | 1.89 | 5.9 Mil | Healthcare |
Applied Materials Inc | 1.77 | 5.6 Mil | Technology |
Lam Research Corp | 1.63 | 5.1 Mil | Technology |