Morningstar

MFS Blended Research Growth Equity Fund Class R3 BRWTX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 31.40  /  −0.13 %
  • Total Assets 797.5M
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.670%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 52%

USD | NAV as of Oct 08, 2026 | 1-Day Return as of Oct 08, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BRWTX

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

  • People Pillar

    The People Pillar is our evaluation of the BRWTX 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 BRWTX’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 R3 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

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Portfolio Holdings BRWTX

More BRWTX 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

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Technology

Apple Inc

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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

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