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Mfs Blended Research Growth Equity Fund - Class R2: (MF: BRWSX)

(NASDAQ Mutual Funds) As of Jul 10, 2026 05:11 PM ET

$29.39 USD

+0.10 (0.34%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 8.94 51
3 months 12.59 17
6 months 8.65 51
1 Year 27.98 32
3 Year 26.70 8
5 Year 14.54 7
10 Year 16.58 11

* 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, 2026

1 Year 18.90
5 Year 11.86
10 Year 14.67
Since Inception 14.50

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -8.35 NA NA NA
2025 -10.37 17.99 9.92 0.03
2024 13.67 8.27 3.04 6.46
2023 12.65 13.10 -2.91 13.45
2022 -9.74 -19.50 -3.97 0.17
2021 3.41 11.85 0.56 10.34

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.9416.2835.0140.35-30.1028.3530.0931.67-5.3026.306.01
% Total Return Rel to Index -3.71-1.939.9914.11-11.90-0.3211.690.18-0.914.50-5.92
% Total Return Rel to Peer -3.083.5715.6217.35-10.416.2910.183.251.555.62-1.80
% Perf Quintile vs Peer* 4.002.001.001.004.002.002.002.003.002.004.00
% Dividends 0.000.000.000.050.000.000.010.050.000.020.00
% Yield 0.000.000.000.000.000.000.030.320.000.140.00
Capital Gains ($) 0.001.781.140.000.323.451.170.550.810.110.00
Expense Ratio 0.000.950.990.990.990.990.990.990.990.990.99

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