Morningstar

MFS Blended Research Growth Equity Fund Class A BRWAX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $30.76  /  −0.13 %
  • Fund Size $786.1M
  • Adjusted Expense Ratio 0.640%
  • Net Expense Ratio 0.670%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 52%
NAV and 1-Day Return as of

Morningstar’s Analysis BRWAX

Will BRWAX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Blended Research Growth Eq A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 55.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

16.16 127M
Technology

Apple Inc

7.21 57M
Technology

Microsoft Corp

6.47 51M
Technology

Alphabet Inc Class A

6.00 47M
Communication Services

Micron Technology Inc

4.47 35M
Technology

Alphabet Inc Class C

3.89 31M
Communication Services

Broadcom Inc

3.79 30M
Technology

Advanced Micro Devices Inc

2.72 21M
Technology

Meta Platforms Inc Class A

2.32 18M
Communication Services

Tesla Inc

2.05 16M
Consumer Cyclical

Sponsor Center