BRWRX — MFS Blended Research Growth Equity Fund
Data updated: 2026-07-27
BRWRX — MFS Blended Research Growth Equity Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Large Cap Growth Equity · $656.33M AUM · 1.39% expense ratio · 14.2% 1-yr return. From SEC regulatory filings.
BRWRX Fund Overview
BRWRX — MFS Blended Research Growth Equity Fund is a US mutual fund managed by Mfs Series Trust X, categorised as United States Large Cap Growth Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Mfs Series Trust X
- Category: United States Large Cap Growth Equity
- Assets under management: $656.33M
- 1-year return: 14.2%
- Ticker: BRWRX
- SEC CIK: 0000783740
- SEC series ID: S000050658
- Share class ID: C000160024
BRWRX Holdings
Top 10 holdings of MFS Blended Research Growth Equity Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| NVIDIA Corp | 13.91% |
| Apple Inc | 12.56% |
| Microsoft Corp | 8.37% |
| Broadcom Inc | 4.65% |
| Alphabet Inc | 4.05% |
| Amazon.com Inc | 4.00% |
| Meta Platforms Inc | 3.06% |
| Alphabet Inc | 2.80% |
| Tesla Inc | 2.38% |
| Datadog Inc | 1.80% |
BRWRX Portfolio Allocation
Asset-class allocation of MFS Blended Research Growth Equity Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 98.3% |
BRWRX Performance
Total returns for BRWRX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -3.3% |
| 1 year | 14.2% |
| 3 years (annualised) | 25.5% |
| 5 years (annualised) | 13.1% |
BRWRX Risk Information
Risk metrics for BRWRX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 16.3%
BRWRX Costs and Fees
BRWRX costs about $139 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.39%
- Gross expense ratio: 1.43%
- Portfolio turnover: 46%
- Brokerage commissions: 0.71 bps of average net assets (SEC N-CEN)
BRWRX Cashflows
Over the 12 months to 2026-02, MFS Blended Research Growth Equity Fund had net inflows of $118.42M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-02 | $35.15M |
| 2026-01 | $12.62M |
| 2025-12 | $36.49M |
| 2025-11 | $2.61M |
| 2025-10 | $44.08M |
| 2025-09 | −$177.88K |
BRWRX Debt Constituents
No individual debt constituents are reported in MFS Blended Research Growth Equity Fund's latest SEC N-PORT filing.
BRWRX Prospectus and SEC Filings
Official MFS Blended Research Growth Equity Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Large Cap Growth Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.