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Mfs Blended Research Growth Equity Fund - Class R2: (MF: BRWSX)
(NASDAQ Mutual Funds) As of Feb 2, 2026 04:26 PM ET
$27.17 USD
+0.10 (0.37%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.28 | 32 |
| 3 months | 0.03 | 73 |
| 6 months | 9.96 | 30 |
| 1 Year | 16.29 | 32 |
| 3 Year | 30.13 | 8 |
| 5 Year | 14.60 | 8 |
| 10 Year | 15.68 | 11 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 16.28 |
| 5 Year | 14.60 |
| 10 Year | 15.68 |
| Since Inception | 15.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.37 | 17.99 | 9.92 | 0.03 |
| 2024 | 13.67 | 8.27 | 3.04 | 6.46 |
| 2023 | 12.65 | 13.10 | -2.91 | 13.45 |
| 2022 | -9.74 | -19.50 | -3.97 | 0.17 |
| 2021 | 3.41 | 11.85 | 0.56 | 10.34 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.28 | 35.01 | 40.35 | -30.10 | 28.35 | 30.09 | 31.67 | -5.30 | 26.30 | 6.01 |
| % Total Return Rel to Index | -1.93 | 9.99 | 14.11 | -11.90 | -0.32 | 11.69 | 0.18 | -0.91 | 4.50 | -5.92 |
| % Total Return Rel to Peer | 3.57 | 15.62 | 17.35 | -10.41 | 6.29 | 10.18 | 3.25 | 1.55 | 5.62 | -1.80 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 2.00 | 2.00 | 2.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 0.01 | 0.05 | 0.00 | 0.02 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.32 | 0.00 | 0.14 | 0.00 |
| Capital Gains ($) | 1.78 | 1.14 | 0.00 | 0.32 | 3.45 | 1.17 | 0.55 | 0.81 | 0.11 | 0.00 |
| Expense Ratio | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 |
* 1 = Top 20%, 5 = Bottom 20%