BRWJX Performance — MFS Blended Research Growth Equity Fund, Class I
Data updated: 2026-09-25
BRWJX returned +9.16% year to date and +28.56% over one year to May 2026. Annualised returns are +27.32% over 3 years and +15.09% over 5 years. The fund beat its US Large Growth category average: $100 invested three years ago grew to $206, against $187 for the category, and to $129 over one year, against $125. Volatility over the past three years was 16.57% a year. In the 12 months to May 2026 the fund took in a net $130.7M, and assets reached $656.33M.
BRWJX Growth of $100
What $100 invested in MFS Blended Research Growth Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Growth category average over the same months.
| Period | BRWJX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $129 | $125 |
| 3 years (Jun 2023 – May 2026) | $206 | $187 |
| 5 years (Jun 2021 – May 2026) | $202 | $176 |
| Since data start (Sep 2019 – May 2026) | $320 | $274 |
BRWJX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +9.16% |
| 1 year | +28.56% |
| 3 years (annualised) | +27.32% |
| 5 years (annualised) | +15.09% |
BRWJX Annual Returns
Calendar-year total returns of MFS Blended Research Growth Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +9.16% |
| 2025 | +16.87% |
| 2024 | +35.64% |
| 2023 | +41.06% |
| 2022 | −29.76% |
| 2021 | +29.02% |
| 2020 | +30.72% |
| 2019 (Sep–Dec) | +10.52% |
BRWJX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.3% | −2.9% | −5.2% | +11.3% | +6.9% | — | — | — | — | — | — | — |
| 2025 | +2.7% | −4.4% | −8.6% | +1.3% | +9.2% | +6.9% | +3.2% | +1.6% | +4.9% | +2.7% | −2.3% | −0.2% |
| 2024 | +3.0% | +7.0% | +3.2% | −4.3% | +6.7% | +6.2% | −1.5% | +1.5% | +3.2% | +0.2% | +6.4% | −0.1% |
| 2023 | +8.2% | −1.7% | +6.1% | +0.4% | +4.3% | +8.1% | +3.3% | −0.8% | −5.3% | −1.8% | +10.9% | +4.4% |
| 2022 | −7.6% | −5.2% | +3.1% | −11.3% | −1.1% | −8.1% | +11.1% | −4.0% | −9.8% | +5.6% | +3.1% | −7.8% |
| 2021 | +0.1% | +0.7% | +2.7% | +6.8% | −0.9% | +5.8% | +3.5% | +3.7% | −6.2% | +7.2% | +0.3% | +2.7% |
| 2020 | +1.7% | −6.5% | −9.3% | +14.5% | +6.4% | +3.1% | +6.0% | +8.9% | −4.0% | −3.8% | +8.9% | +3.8% |
| 2019 | — | — | — | — | — | — | — | — | +0.2% | +2.6% | +4.2% | +3.1% |
BRWJX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 16.57%
- 3-year Sharpe ratio: 1.38 (vs 4.5% risk-free rate)
- Best month: +11.33% (Apr 2026)
- Worst month: −8.55% (Mar 2025)
BRWJX Fund Flows
Monthly money in and out of MFS Blended Research Growth Equity Fund, from SEC Form N-PORT.
- 12-month net flow: $130.7M
- 12-month gross sales (incl. reinvestments): $274.4M
- Sales ÷ redemptions: 1.91×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $33.5M | $22.6M | $10.9M |
| Apr 2026 | $25.0M | $10.0M | $15.0M |
| Mar 2026 | $15.6M | $9.8M | $5.8M |
| Feb 2026 | $41.4M | $6.3M | $35.1M |
| Jan 2026 | $22.4M | $9.8M | $12.6M |
| Dec 2025 | $47.9M | $11.4M | $36.5M |
| Nov 2025 | $8.8M | $6.2M | $2.6M |
| Oct 2025 | $56.1M | $12.1M | $44.1M |
| Sep 2025 | $6.6M | $6.8M | −$178K |
| Aug 2025 | $7.9M | $8.9M | −$904K |
| Jul 2025 | $5.5M | $22.6M | −$17.1M |
| Jun 2025 | $3.6M | $17.4M | −$13.8M |
BRWJX Assets Under Management
Net assets of MFS Blended Research Growth Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $656.33M |
| 2026-02-28 | $551.45M |
| 2025-11-30 | $517.95M |
| 2025-08-31 | $447.32M |
| 2025-05-31 | $429.29M |
| 2025-02-28 | $401.76M |
| 2024-11-30 | $390.59M |
| 2024-08-31 | $356.59M |
| 2024-05-31 | $338.68M |
| 2024-02-29 | $310.49M |
| 2023-11-30 | $264.41M |
| 2023-08-31 | $265.03M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.