MFS Blended Research Growth Eq I 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.
MFS Blended Research Growth Equity Fund Class I BRWJX
- NAV / 1-Day Return 29.10 / −2.97 %
- Total Assets 655.6M
-
Adj. Expense Ratio
0.390%
- Expense Ratio 0.490%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.17%
- Turnover 46%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:14 AM GMT+0
Morningstar’s Analysis BRWJX
Will BRWJX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BRWJX 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 BRWJX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 14.19 | 86M | Technology |
Apple Inc | 11.79 | 71M | Technology |
Microsoft Corp | 8.35 | 50M | Technology |
Broadcom Inc | 4.69 | 28M | Technology |
Amazon.com Inc | 4.28 | 26M | Consumer Cyclical |
Meta Platforms Inc Class A | 3.91 | 24M | Communication Services |
Alphabet Inc Class A | 3.39 | 20M | Communication Services |
Alphabet Inc Class C | 3.06 | 18M | Communication Services |
Lam Research Corp | 2.34 | 14M | Technology |
Tesla Inc | 2.25 | 14M | Consumer Cyclical |
United States