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Mfs Blended Research Growth Equity Fund -class R6: (MF: BRWVX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$25.13 USD
+0.12 (0.48%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -9.08 | 86 |
| 3 months | -11.43 | 76 |
| 6 months | -3.30 | 57 |
| 1 Year | 13.35 | 11 |
| 3 Year | 15.18 | 6 |
| 5 Year | 15.93 | 11 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 7.06 |
| 5 Year | 18.81 |
| 10 Year | NA |
| Since Inception | 14.72 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.23 | NA | NA | NA |
| 2024 | 13.81 | 8.43 | 3.20 | 6.56 |
| 2023 | 12.81 | 13.27 | -2.81 | 13.64 |
| 2022 | -9.64 | -19.37 | -3.80 | 0.35 |
| 2021 | 3.51 | 12.03 | 0.70 | 10.54 |
| 2020 | -13.64 | 25.53 | 10.93 | 8.86 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -9.08 | 35.74 | 41.14 | -29.67 | 29.09 | 30.92 | 32.49 | -4.81 | 27.17 | 6.53 |
| % Total Return Rel to Index | -4.16 | 10.72 | 14.89 | -11.46 | 0.41 | 12.52 | 1.00 | -0.41 | 5.37 | -5.40 |
| % Total Return Rel to Peer | -3.60 | 16.35 | 18.14 | -9.97 | 7.03 | 11.00 | 4.06 | 2.05 | 6.49 | -1.28 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 1.00 | 2.00 | 2.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.10 | 0.13 | 0.02 | 0.06 | 0.10 | 0.13 | 0.12 | 0.07 | 0.04 |
| % Yield | 0.00 | 0.38 | 0.49 | 0.15 | 0.24 | 0.49 | 0.81 | 0.90 | 0.53 | 0.38 |
| Capital Gains ($) | 0.00 | 1.14 | 0.00 | 0.33 | 3.46 | 1.17 | 0.56 | 0.82 | 0.11 | 0.00 |
| Expense Ratio | 0.00 | 0.42 | 0.42 | 0.40 | 0.40 | 0.39 | 0.40 | 0.39 | 0.43 | 0.45 |
* 1 = Top 20%, 5 = Bottom 20%