BRCE
MFS Blended Research Core Equity ETF·NYSE
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Key Stats
Assets Under Management
29.90MUSD
Fund Flow (1Y)
8.95MUSD
Dividend Yield
0.38%
Discount / Premium to NAV
-0.06%
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
33.26%
Financial Services
12.07%
Healthcare
10.40%
Consumer Cyclical
10.02%
Communication Services
9.96%
Industrials
9.44%
Consumer Defensive
4.98%
Energy
4.62%
Utilities
3.25%
Technology
33.26%
Financial Services
12.07%
Healthcare
10.40%
Consumer Cyclical
10.02%
Communication Services
9.96%
Industrials
9.44%
Consumer Defensive
4.98%
Energy
4.62%
Utilities
3.25%
Show More
Asset
Holdings
Symbol
Ratio
NVDA
Nvidia
8.80%
AAPL
Apple
6.67%
MSFT
Microsoft
4.60%
AMZN
Amazon.com
4.11%
META
Meta
3.07%
Symbol
Ratio
GOOGL
Alphabet A
2.60%
AVGO
Broadcom
2.19%
JNJ
Johnson & Johnson
2.17%
LRCX
Lam Research
2.04%
KLAC
KLA
1.91%
Top 10 Weight 38.16%
100 Total Holding
See all holdings
Related Funds
Seasonals
Volume Profile
Trade Flow Insight
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