Morningstar

MFS Blended Research Growth Equity Fund Class B BRWBX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 26.92  /  −1.25 %
  • Total Assets 735.0M
  • Adj. Expense Ratio
    1.390%
  • Expense Ratio 1.490%
  • Distribution Fee Level Low
  • Share Class Type Deferred Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.00
  • Turnover 46%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BRWBX

Will BRWBX 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 BRWBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRWBX 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 BRWBX’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 B 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
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Portfolio Holdings BRWBX

More BRWBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

14.10 93M
Technology

Apple Inc

12.74 84M
Technology

Microsoft Corp

8.49 56M
Technology

Broadcom Inc

4.71 31M
Technology

Alphabet Inc Class A

4.10 27M
Communication Services

Amazon.com Inc

4.06 27M
Consumer Cyclical

Meta Platforms Inc Class A

3.10 20M
Communication Services

Alphabet Inc Class C

2.84 19M
Communication Services

Tesla Inc

2.42 16M
Consumer Cyclical

Datadog Inc Class A

1.83 12M
Technology

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