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

(NASDAQ Mutual Funds) As of Mar 25, 2026 04:48 PM ET

$25.41 USD

+0.19 (0.75%)

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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1-Strong Buy of 5 1        

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Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -3.22 79
3 months -3.45 78
6 months 1.64 71
1 Year 15.05 44
3 Year 26.42 5
5 Year 13.99 9
10 Year 16.31 10

* 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

Strong Buy 1
MF Report

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Portfolio Statistics

% Unrealized Gain 46.91
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 2/28/2026 154.72
% Turnover 2/28/2026 46.00

Risk

3 Year 5 Year 10 Year
Beta 1.22 1.15 1.07
Alpha 0.59 -1.31 0.05
R Squared 0.87 0.90 0.91
Std. Dev. 15.00 18.12 16.82
Sharpe 1.48 0.67 1.00

Sector / Country Weightings

As of 2/28/2026 % of Portfolio
Technology 58.48
Retail Trade 12.80
Finance 9.62
Industrial Cyclical 6.64
Services 3.10
Non-Durable 2.69
Health 2.21
Other 1.77
Consumer Durables 1.21
Utilities 1.15
Energy 0.33

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2025)
% of Portfolio Value (Mil$)
NVIDIA CORP 13.34 69.10
APPLE INC 10.92 56.56
MICROSOFT CORP 10.15 52.59
BROADCOM INC 5.09 26.39
AMAZON.COM INC 4.73 24.49
META PLATFORMS INC 4.29 22.23
ALPHABET INC CLASS A 2.86 14.82
TESLA INC 2.65 13.75
ALPHABET INC CLASS C 2.60 13.49

Stock Holding % of Net Assets

As Of 11/30/2025
Total Issues 69
Avg. P/E 42.76
Avg. P/Book 3.98
Avg. EPS Growth 14.59
Avg. Market Value (Mil $) 791,063

Composition

% of Portfolio
Stocks 98.71
Foreign Stocks 1.11
Cash 1.23
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other 0.06
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 86.52
Large Value 0.00
Small Growth 1.15
Small Value 3.91
Foreign Stock 3.46
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00