MFS Blended Research Growth Equity Fund Class R3 BRWTX
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.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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BRWJX
| MFS Blended Research Growth Equity Fund Class I | Institutional | Open | $285.09M | 0.390% | Low | $0 | $161.32M | |||
BRWAX
| MFS Blended Research Growth Equity Fund Class A | Front Load | Open | $184.33M | 0.640% | Low | $1,000 | $25.40M | |||
BRWBX
| MFS Blended Research Growth Equity Fund Class B | Deferred Load | Closed | $299,364.00 | 1.390% | Low | $1,000 | −$291,570.99 | |||
BRWCX
| MFS Blended Research Growth Equity Fund Class C | Level Load | Open | $6.20M | 1.390% | Low | $1,000 | $1.67M | |||
BRWVX
| MFS Blended Research Growth Equity Fund Class R6 | Retirement, Large | Open | $257.71M | 0.330% | Low | $0 | $30.84M | |||
BRWUX
| MFS Blended Research Growth Equity Fund Class R4 | Retirement, Large | Open | $57.96M | 0.390% | Low | $0 | $19.50M | |||
BRWTX
| MFS Blended Research Growth Equity Fund Class R3 | Retirement, Medium | Open | $6.11M | 0.640% | Low | $0 | $4.60M | |||
BRWSX
| MFS Blended Research Growth Equity Fund Class R2 | Retirement, Medium | Open | $801,178.00 | 0.890% | Low | $0 | $109,433.20 | |||
BRWRX
| MFS Blended Research Growth Equity Fund Class R1 | Retirement, Small | Open | $989,907.00 | 1.390% | Above Average | $0 | −$41,662.93 |