BRCE
MFS Blended Research Core Equity ETF·NYSE
--
--(--)
--
--(--)
Key Stats
Assets Under Management
30.84MUSD
Fund Flows (1Y)
8.99MUSD
Dividend Yield
0.18%
Discount/Premium to NAV
0.05%
Shares Outstanding
1.20M
Expense Ratio
0.24%
About MFS Blended Research Core Equity ETF
Issuer
MFS
Brand
MFS
Inception Date
--
Structure
Open-Ended Fund
Index Tracked
--
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
--
Weighting Scheme
Proprietary
Selection Criteria
Proprietary
Analysis
Sector
Technology
34.98%
Financial Services
13.30%
Communication Services
10.41%
Healthcare
10.16%
Consumer Cyclical
9.47%
Industrials
8.74%
Consumer Defensive
5.29%
Energy
3.17%
Utilities
2.94%
Technology
34.98%
Financial Services
13.30%
Communication Services
10.41%
Healthcare
10.16%
Consumer Cyclical
9.47%
Industrials
8.74%
Consumer Defensive
5.29%
Energy
3.17%
Utilities
2.94%
Show more
Asset
Holdings
Symbol
Ratio
NVDA
Nvidia
9.08%
AAPL
Apple
5.83%
MSFT
Microsoft
5.82%
AMZN
Amazon.com
4.35%
META
Meta
3.43%
GOOGL
Alphabet A
2.50%
Symbol
Ratio
AVGO
Broadcom
2.37%
MA
Mastercard
2.10%
LRCX
Lam Research
1.98%
GE
GE Aerospace
1.97%
Top 10 Weight 39.43%
10 Total Holdings
See all holdings
Related Funds
EQTY
Kovitz Core Equity ETF0
+0.00%
OSCV
Opus Small Cap Value ETF0
+0.00%
YBST
GraniteShares YieldBoost Single Stock Universe ETF0
+0.00%
QMNV
FT Vest Nasdaq-100 Moderate Buffer ETF – November0
+0.00%
OASC
OneAscent Enhanced Small and Mid Cap ETF0
+0.00%
TSEP
FT Vest Emerging Market Buffer ETF–September0
+0.00%
XLEI
State Street Energy Select Sector SPDR Premium Income ETF0
+0.00%
DIVD
Altrius Global Dividend ETF0
+0.00%
Seasonals
Volume Profile
Trade Flow Insight
Community Forum
Loading...
Related News
No articles available
You can ask Aime
No Data
