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

(NASDAQ Mutual Funds) As of Aug 21, 2026 06:00 PM ET

$29.43 USD

+0.17 (0.58%)

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

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

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.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jul 31, 2026

1 Year 12.09
5 Year 11.95
10 Year 16.19
Since Inception 15.54

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -8.32 17.40 NA NA
2025 -10.28 18.04 10.01 0.11
2024 13.71 8.36 3.07 6.50
2023 12.80 13.15 -2.90 13.59
2022 -9.71 -19.42 -3.90 0.18
2021 3.42 11.94 0.56 10.48

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.6516.6435.2740.77-29.9628.6530.4532.02-5.0726.556.38
% Total Return Rel to Index -2.57-1.5710.2514.52-11.76-0.0312.050.53-0.684.76-5.55
% Total Return Rel to Peer -2.333.9215.8817.77-10.266.5910.533.601.785.88-1.43
% Perf Quintile vs Peer* 4.002.001.001.004.001.002.002.003.002.004.00
% Dividends 0.000.000.040.100.000.000.040.080.060.060.02
% Yield 0.000.000.170.000.000.000.200.510.520.470.24
Capital Gains ($) 0.001.781.140.000.323.461.170.560.820.110.00
Expense Ratio 0.000.700.740.740.740.740.740.740.740.740.73

* 1 = Top 20%, 5 = Bottom 20%