Mfs Blended Research Fund Quote
| BRWBX Fund | USD 21.78 0.33 1.54% |
PerformanceVery Weak
| Odds Of DistressLow
|
Mfs Blended is trading at 21.78 as of the 21st of March 2025; that is 1.54 percent increase since the beginning of the trading day. The fund's open price was 21.45. Mfs Blended has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of the funds net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer. While the fund may invest the funds assets in securities of companies of any size, it primarily invests in securities of companies with large capitalizations. More on Mfs Blended Research
Moving against Mfs Mutual Fund
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Growth Funds, Large Growth, MFS, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of September 2022 |
| Fiscal Year End | May |
Mfs Blended Research [BRWBX] is traded in USA and was established 21st of March 2025. Mfs Blended is listed under MFS category by Fama And French industry classification. The fund is listed under Large Growth category and is part of MFS family. This fund currently has accumulated 261.03 M in assets under management (AUM) with no minimum investment requirementsMfs Blended Research is currently producing year-to-date (YTD) return of 0.67%, while the total return for the last 3 years was 13.84%.
Check Mfs Blended Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Blended Research Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs Blended Research Mutual Fund Constituents
| CSCO | Cisco Systems | Stock | Information Technology | |
| UNP | Union Pacific | Stock | Industrials | |
| LLY | Eli Lilly and | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| UPS | United Parcel Service | Stock | Industrials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| PYPL | PayPal Holdings | Stock | Financials | |
| PEP | PepsiCo | Stock | Consumer Staples |
Mfs Blended Research Risk Profiles
| Mean Deviation | 1.14 | |||
| Standard Deviation | 1.52 | |||
| Variance | 2.32 | |||
| Risk Adjusted Performance | (0.14) |
Mfs Blended Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Blended financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Blended security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |