BRWJX Mutual Fund

BRWJX Mutual Fund (MFS Blended Research Growth Equity Fund Class I) is managed by MFS Investment Management with $293.6M in net assets. BRWJX expense ratio is 0.39%, holding 75 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2015-09-15.

BRWJX performance shows a YTD return of 11.49%. The 1-year return is 11.64% and the 5-year return is 12.11%. BRWJX dividend yield stands at 5.95%, paid annually.

BRWJX top holdings include Nvidia Corp (15.5%), Apple, Inc (7.3%), Alphabet Inc (6.5%), Microsoft Corp (6.1%), Alphabet Inc. C (4.3%). Go to all BRWJX holdings, BRWJX sectors, or BRWJX dividends.

BRWJX can be compared against other funds. Use BRWJX overlap to find shared positions, or BRWJX vs another fund for a side-by-side view. BRWJX alternatives are available via the screener, along with tax-loss harvesting opportunities.