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Mfs Blended Research Growth Equity Fund - Class C: (MF: BRWCX)
(NASDAQ Mutual Funds) As of Feb 2, 2026 04:26 PM ET
$25.63 USD
+0.09 (0.35%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.76 | 36 |
| 3 months | -0.06 | 74 |
| 6 months | 9.69 | 33 |
| 1 Year | 15.76 | 36 |
| 3 Year | 29.49 | 10 |
| 5 Year | 14.04 | 12 |
| 10 Year | 15.12 | 15 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 14.60 |
| 5 Year | 14.04 |
| 10 Year | 15.12 |
| Since Inception | 15.17 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.47 | 17.88 | 9.76 | -0.06 |
| 2024 | 13.49 | 8.16 | 2.91 | 6.29 |
| 2023 | 12.54 | 12.96 | -3.09 | 13.34 |
| 2022 | -9.86 | -19.61 | -4.04 | 0.03 |
| 2021 | 3.27 | 11.71 | 0.43 | 10.24 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.76 | 34.29 | 39.65 | -30.44 | 27.74 | 29.40 | 31.09 | -5.86 | 25.67 | 5.62 |
| % Total Return Rel to Index | -2.45 | 9.26 | 13.40 | -12.24 | -0.94 | 10.99 | -0.39 | -1.46 | 3.88 | -6.31 |
| % Total Return Rel to Peer | 3.05 | 14.89 | 16.65 | -10.74 | 5.68 | 9.48 | 2.67 | 1.00 | 4.99 | -2.19 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 2.00 | 2.00 | 3.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 |
| Capital Gains ($) | 1.78 | 1.14 | 0.00 | 0.32 | 3.45 | 1.17 | 0.55 | 0.81 | 0.11 | 0.00 |
| Expense Ratio | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 |
* 1 = Top 20%, 5 = Bottom 20%