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Mfs Blended Research Growth Equity Fund -class R6: (MF: BRWVX)

(NASDAQ Mutual Funds) As of Apr 24, 2026 05:26 PM ET

$28.55 USD

+0.37 (1.31%)

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 Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -8.24 77
3 months -8.24 77
6 months -8.08 77
1 Year 19.56 21
3 Year 22.16 5
5 Year 12.52 5
10 Year 15.34 7

* 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 Mar 31, 2026

1 Year 19.56
5 Year 12.51
10 Year 15.34
Since Inception 15.17

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -8.24 NA NA NA
2025 -10.23 18.15 10.09 0.16
2024 13.81 8.43 3.20 6.56
2023 12.81 13.27 -2.81 13.64
2022 -9.64 -19.37 -3.80 0.35
2021 3.51 12.03 0.70 10.54

Annual Return

20262025202420232022202120202019201820172016
% Total Return -8.2416.9735.7441.14-29.6729.0930.9232.49-4.8127.176.53
% Total Return Rel to Index -3.85-1.2410.7214.89-11.460.4112.521.00-0.415.37-5.40
% Total Return Rel to Peer -4.974.2516.3518.14-9.977.0311.004.062.056.49-1.28
% Perf Quintile vs Peer* 4.002.001.001.004.001.002.002.003.002.004.00
% Dividends 0.000.060.100.130.020.060.100.130.120.070.04
% Yield 0.000.210.240.300.150.240.490.810.900.530.38
Capital Gains ($) 0.001.781.140.000.333.461.170.560.820.110.00
Expense Ratio 0.000.390.420.420.400.400.390.400.390.430.45

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