MFS Blended Research Growth Equity Fund (BRWJX)
The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. While the fund may invest the fund's assets in securities of companies of any size, it primarily invests in securities of companies with large capitalizations. The fund may invest the fund's assets in foreign securities. It is non-diversified.
Fund Info
| ISIN | US5527438411 |
|---|---|
| Issuer | MFS |
| Inception Date | Sep 15, 2015 |
| Category | Large Cap Growth Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
BRWJX has a high expense ratio of 0.49%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MFS Blended Research Growth Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
MFS Blended Research Growth Equity Fund had a return of 12.15% year-to-date (YTD) and 42.84% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.15% | 7.50% |
| 1 month | -1.18% | -1.61% |
| 6 months | 24.29% | 17.65% |
| 1 year | 42.84% | 26.26% |
| 5 years (annualized) | 15.68% | 11.73% |
| 10 years (annualized) | N/A | 10.64% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.04% | 7.04% | 3.17% | -4.34% | ||||||||
| 2023 | -1.80% | 10.89% | 4.38% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of BRWJX is 94, placing it in the top 6% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
MFS Blended Research Growth Equity Fund(BRWJX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Blended Research Growth Equity Fund (BRWJX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MFS Blended Research Growth Equity Fund granted a 0.55% dividend yield in the last twelve months. The annual payout for that period amounted to $0.12 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.12 | $0.12 | $0.34 | $3.51 | $1.26 | $0.68 | $0.93 | $0.17 | $0.04 | $0.04 |
Dividend yield | 0.55% | 0.61% | 2.48% | 17.39% | 6.83% | 4.52% | 7.81% | 1.26% | 0.39% | 0.35% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Blended Research Growth Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.51 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.26 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.93 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 |
| 2015 | $0.04 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Blended Research Growth Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MFS Blended Research Growth Equity Fund was 32.12%, occurring on Jan 5, 2023. Recovery took 260 trading sessions.
The current MFS Blended Research Growth Equity Fund drawdown is 1.94%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.12% | Dec 28, 2021 | 258 | Jan 5, 2023 | 260 | Jan 19, 2024 | 518 |
| -30.89% | Feb 20, 2020 | 23 | Mar 23, 2020 | 55 | Jun 10, 2020 | 78 |
| -23.18% | Oct 2, 2018 | 58 | Dec 24, 2018 | 130 | Jul 2, 2019 | 188 |
| -14.53% | Nov 9, 2015 | 65 | Feb 11, 2016 | 104 | Jul 12, 2016 | 169 |
| -10.7% | Sep 3, 2020 | 14 | Sep 23, 2020 | 59 | Dec 16, 2020 | 73 |
Volatility
Volatility Chart
The current MFS Blended Research Growth Equity Fund volatility is 5.75%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.