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Mfs Blended Research Growth Equity Fund - Class A: (MF: BRWAX)

(NASDAQ Mutual Funds) As of Aug 20, 2026 06:05 PM ET

$29.26 USD

-0.18 (-0.61%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

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Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 4.66 71
3 months 2.55 65
6 months 5.00 65
1 Year 11.66 63
3 Year 20.81 9
5 Year 11.81 20
10 Year 16.01 8

* Annual for three years and beyond.

Zacks Premium Research for BRWAX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Report

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Portfolio Statistics

% Unrealized Gain 43.66
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 7/31/2026 174.30
% Turnover 7/31/2026 46.00

Risk

3 Year 5 Year 10 Year
Beta 1.22 1.15 1.07
Alpha -1.22 -1.77 0.17
R Squared 0.90 0.91 0.91
Std. Dev. 15.89 18.51 17.09
Sharpe 1.00 0.49 1.00

Sector / Country Weightings

As of 7/31/2026 % of Portfolio
Technology 60.16
Retail Trade 13.21
Finance 8.12
Industrial Cyclical 6.76
Non-Durable 4.67
Services 2.79
Health 2.55
Other 0.82
Utilities 0.61
Energy 0.31

Portfolio Holdings

Top Equity Holdings
(As of 5/31/2026)		 % of Portfolio Value (Mil$)
NVIDIA CORP 14.11 92.57
APPLE INC 12.75 83.60
MICROSOFT CORP 8.50 55.73
BROADCOM INC 4.72 30.93
ALPHABET INC CLASS A 4.11 26.93
AMAZON.COM INC 4.06 26.63
META PLATFORMS INC 3.11 20.37
ALPHABET INC CLASS C 2.84 18.61
TESLA INC 2.42 15.87

Stock Holding % of Net Assets

As Of 5/31/2026
Total Issues 71
Avg. P/E 43.89
Avg. P/Book 3.51
Avg. EPS Growth 15.26
Avg. Market Value (Mil $) 748,422

Composition

% of Portfolio
Stocks 99.39
Foreign Stocks 0.69
Cash 0.34
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other 0.27
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 62.45
Large Value 0.00
Small Growth 6.04
Small Value 1.92
Foreign Stock 2.09
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 3.86
Foreign Bond 0.00
High Yield Bond 13.55