MFS Blended Research Growth Equity Fund Class R2 BRWSX

Morningstar Medalist Rating

Strategy

The investment seeks capital appreciation. The fund seeks to achieve the fund's objective by actively identifying potential investments based on fundamental and quantitative analysis and then constructing a portfolio from these potential investments while managing various risk factors compared to the Russell 1000® Growth Index. It normally invests at least 80% of the fund’s net assets in equity securities of growth companies. MFS defines growth companies as companies that MFS believes have above average earnings growth potential compared to other companies. The fund is non-diversified.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
BRWJX
MFS Blended Research Growth Equity Fund Class IInstitutionalOpen $285.09M0.390%Low$0$161.32M
BRWAX
MFS Blended Research Growth Equity Fund Class AFront LoadOpen $184.33M0.640%Low$1,000$25.40M
BRWBX
MFS Blended Research Growth Equity Fund Class BDeferred LoadClosed $299,364.001.390%Low$1,000−$291,570.99
BRWCX
MFS Blended Research Growth Equity Fund Class CLevel LoadOpen $6.20M1.390%Low$1,000$1.67M
BRWVX
MFS Blended Research Growth Equity Fund Class R6Retirement, LargeOpen $257.71M0.330%Low$0$30.84M
BRWUX
MFS Blended Research Growth Equity Fund Class R4Retirement, LargeOpen $57.96M0.390%Low$0$19.50M
BRWTX
MFS Blended Research Growth Equity Fund Class R3Retirement, MediumOpen $6.11M0.640%Low$0$4.60M
BRWSX
MFS Blended Research Growth Equity Fund Class R2Retirement, MediumOpen $801,178.000.890%Low$0$109,433.20
BRWRX
MFS Blended Research Growth Equity Fund Class R1Retirement, SmallOpen $989,907.001.390%Above Average$0−$41,662.93

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