Fund comparison · from official SEC filings
BRWAX vs BRWVX: how much do they overlap?
MFS Blended Research Growth Equity Fund and MFS Blended Research Growth Equity Fund
vs
BRWAX and BRWVX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
BRWAX
BRWVX
N
NVDANVIDIA CORP
14.15%
14.15%
A
AAPLAPPLE INC
12.78%
12.78%
M
MSFTMICROSOFT CORP
8.52%
8.52%
A
AVGOBROADCOM INC
4.73%
4.73%
G
GOOGLALPHABET INC-CL A
4.12%
4.12%
A
AMZNAMAZON.COM INC
4.07%
4.07%
M
METAMETA PLATFORMS INC-CLASS A
3.11%
3.11%
G
GOOGALPHABET INC-CL C
2.85%
2.85%
T
TSLATESLA INC
2.43%
2.43%
D
DDOGDATADOG INC - CLASS A
1.83%
1.83%
G
GEVGE VERNOVA INC
1.71%
1.71%
L
LLYELI LILLY & CO
1.51%
1.51%
L
LRCXLAM RESEARCH CORP
1.51%
1.51%
O
OKTAOKTA INC
1.47%
1.47%
V
VIKVIKING HOLDINGS LTD
1.40%
1.40%
A
ANETARISTA NETWORKS INC
1.31%
1.31%
M
MNSTMONSTER BEVERAGE CORP
1.23%
1.23%
M
MAMASTERCARD INC - A
1.13%
1.13%
A
ADSKAUTODESK INC
1.11%
1.11%
C
CATCATERPILLAR INC
1.09%
1.09%
O
ORLYO'REILLY AUTOMOTIVE INC
1.06%
1.06%
A
ABNBAIRBNB INC-CLASS A
1.05%
1.05%
B
BMYBRISTOL-MYERS SQUIBB CO
1.04%
1.04%
M
MUMICRON TECHNOLOGY INC
1.03%
1.03%
C
CLCOLGATE-PALMOLIVE CO
1.03%
1.03%
Only in BRWAX
Nothing exclusive.
Only in BRWVX
Nothing exclusive.
Hold BRWAX and BRWVX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
BRWAX vs VONEVANGUARD RUSSELL 1000 INDEX FUND
46% overlap
BRWVX vs VONEVANGUARD RUSSELL 1000 INDEX FUND
46% overlap
BRWAX vs SCHKSchwab 1000 Index ETF
46% overlap
BRWVX vs SCHKSchwab 1000 Index ETF
46% overlap
BRWAX vs IYYiShares Dow Jones U.S. ETF
45% overlap
BRWVX vs IYYiShares Dow Jones U.S. ETF
45% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.