Mutual Funds - Profile

MFS Blended Research Growth Equity Fund

US > Large-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in large-size companies in the United States.

The investment process starts with companies in the benchmark index and the research team narrows the list to include high-quality companies that are trading at favorable valuations.

The research process is driven by fundamental analysis of one stock at a time. The fund combines fundamental and quantitative research to construct a diversified portfolio.

Next, the research team looks for companies that demonstrate above average earnings growth potential.

The process focuses on companies with the presence of near-term catalysts that may More

Price

  • Last Close
  • $21.64
    +0.03
  • 52 Week HL
  • $23.13 - $16.31
  • Net Assets
  • $276.6 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 25, 2021

Top 10 Holdings
Mar 25, 2021

Company Holding
Apple Inc
Microsoft Corporation
Amazon.com Inc
Facebook Inc
Alphabet Inc
Company Holding
Alphabet Inc
Mastercard Incorporated
Adobe Inc
Applied Materials
Eli Lilly
Total 0%

Manager

  • Name
  • Matthew Krummell
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
20.7 % YTD

  • 3 Year
  • 66.31%
  • 5 Year
  • 126.21%
  • Best
  • 27.17%
    2017
  • Worst
  • -4.8%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
BRWVX 18%37%35%-3%28%5%4%11%31%13%1%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 3.5% -13.6% 14.8% 1.2% 7.7% 0.2% - - - - -
Q2 12% 25.5% 3.1% 6.7% 4.1% -0.3% -100% - - - -
Q3 7.6% 10.9% -0.4% 8.7% 5.6% 4.9% -4.7% - - - -
Q4 - 1.7% 5.3% -17.5% 7.3% 1.6% 5.6% - - - -

Returns +
M

J F M A M J J A S O N D
2021 0.1% 0.6% 2.8% 6.8% -0.9% 5.9% 3.6% 3.7% 0.3% -3.3% - -
2020 1.7% -6.5% -9.2% 14.5% 5.5% 3.9% 6.1% 8.9% -4% -3.8% 9% -3%

Annual Return

Index Comparison

Alpha

NAV