BRCE
MFS Blended Research Core Equity ETF·NYSE
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Key Stats
Assets Under Management
30.67MUSD
Fund Flows (1Y)
8.95MUSD
Dividend Yield
0.18%
Discount/Premium to NAV
-0.03%
Shares Outstanding
1.20M
Expense Ratio
0.24%
About MFS Blended Research Core Equity ETF
Issuer
MFS
Brand
MFS
Inception Date
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Structure
Open-Ended Fund
Index Tracked
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Management Style
Active
Dividend Treatment
Distributes
Distribution Tax Treatment
Qualified dividends
Income Tax Type
Capital Gains
Max ST Capital Gains Rate
39.60%
Max LT Capital Gains Rate
20.00%
Primary Advisor
Massachusetts Financial Services Co.
Distributor
MFS Fund Distributors, Inc.
BRCE invests in high-quality companies that are trading at favorable valuations with a catalyst that may be rewarded over the long term.
Classification
Asset Class
Equity
Category
Size and Style
Focus
Large Cap
Niche
Broad-based
Strategy
Active
Geography
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Weighting Scheme
Proprietary
Selection Criteria
Proprietary
Analysis
Sector
Technology
32.26%
Financial Services
13.03%
Healthcare
10.38%
Communication Services
10.30%
Consumer Cyclical
9.83%
Industrials
9.30%
Consumer Defensive
5.73%
Energy
3.85%
Utilities
3.15%
Technology
32.26%
Financial Services
13.03%
Healthcare
10.38%
Communication Services
10.30%
Consumer Cyclical
9.83%
Industrials
9.30%
Consumer Defensive
5.73%
Energy
3.85%
Utilities
3.15%
Show more
Asset
Holdings
Symbol
Ratio
NVDA
Nvidia
8.32%
AAPL
Apple
5.93%
MSFT
Microsoft
4.73%
AMZN
Amazon.com
4.26%
META
Meta
3.49%
GOOGL
Alphabet A
2.66%
Symbol
Ratio
AVGO
Broadcom
2.11%
JNJ
Johnson & Johnson
2.07%
GOOG
Alphabet C
2.04%
MA
Mastercard
2.01%
Top 10 Weight 37.62%
10 Total Holdings
See all holdings
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Seasonals
Volume Profile
Trade Flow Insight
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