MFS Blended Research Growth Equity Fund R3 (BRWTX)
26.64
+0.06
(+0.23%)
USD |
Mar 02 2026
BRWTX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.02% |
| Stock | 98.98% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of January 31, 2026
| Large | 78.01% |
| Mid | 12.57% |
| Small | 9.42% |
Region Exposure
| Americas | 98.68% |
|---|---|
|
North America
|
96.61% |
| United States | 96.61% |
|
Latin America
|
2.07% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 1.32% |
|---|---|
| United Kingdom | 0.15% |
|
Europe Developed
|
1.17% |
| Netherlands | 0.11% |
| Switzerland | 0.13% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.00% |
|---|
Stock Sector Exposure
| Cyclical |
|
20.26% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
12.68% |
| Financials |
|
7.25% |
| Real Estate |
|
0.33% |
| Sensitive |
|
68.63% |
| Communication Services |
|
12.70% |
| Energy |
|
0.35% |
| Industrials |
|
6.75% |
| Information Technology |
|
48.83% |
| Defensive |
|
11.12% |
| Consumer Staples |
|
2.34% |
| Health Care |
|
7.69% |
| Utilities |
|
1.09% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of January 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |