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Mfs Blended Research Growth Equity Fund - Class R1: (MF: BRWRX)
(NASDAQ Mutual Funds) As of Jun 13, 2025 08:00 PM ET
$23.83 USD
-0.34 (-1.41%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.18 | 72 |
| 3 months | 0.86 | 30 |
| 6 months | -1.28 | 28 |
| 1 Year | 14.75 | 20 |
| 3 Year | 17.77 | 14 |
| 5 Year | 15.28 | 23 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 5.96 |
| 5 Year | 17.54 |
| 10 Year | NA |
| Since Inception | 13.48 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.46 | NA | NA | NA |
| 2024 | 13.47 | 8.15 | 2.91 | 6.31 |
| 2023 | 12.54 | 12.96 | -3.09 | 13.37 |
| 2022 | -9.86 | -19.61 | -4.04 | 0.03 |
| 2021 | 3.27 | 11.71 | 0.43 | 10.24 |
| 2020 | -13.93 | 25.27 | 10.55 | 8.56 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.18 | 34.27 | 39.68 | -30.44 | 27.74 | 29.40 | 30.98 | -5.80 | 25.67 | 5.51 |
| % Total Return Rel to Index | -2.24 | 9.25 | 13.43 | -12.24 | -0.94 | 10.99 | -0.51 | -1.40 | 3.88 | -6.42 |
| % Total Return Rel to Peer | -1.58 | 14.88 | 16.68 | -10.74 | 5.68 | 9.48 | 2.55 | 1.05 | 4.99 | -2.30 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 2.00 | 2.00 | 3.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.14 | 0.00 | 0.32 | 3.45 | 1.17 | 0.55 | 0.81 | 0.11 | 0.00 |
| Expense Ratio | 0.00 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 |
* 1 = Top 20%, 5 = Bottom 20%