MFS Blended Research Core Equity ETF (BRCE)

Overview

MFS Blended Research Core Equity ETF is an actively managed equity exchange-traded fund that aims to achieve capital appreciation by investing primarily in large-cap U.S. companies. The ETF employs MFS’s proprietary Blended Research® methodology, which merges fundamental and quantitative research within a structured, bottom-up portfolio construction process. This strategy is crafted to leverage the advantages of traditional stock analysis alongside quantitative signals to identify high-quality companies that are trading at appealing valuations. The fund focuses on delivering performance that seeks to surpass the S&P 500 Index across varying market conditions.

Notable for its transparent and active management approach, this fund relies on the expertise of MFS’s proficient Quantitative Solutions team. It also harnesses insights from a globally integrated investment platform. Typically, the ETF allocates at least 80% of its assets to equity securities, including common stocks and related instruments. MFS Blended Research Core Equity ETF serves as a core and diversified asset for investors who want access to large U.S. companies spanning multiple sectors, thereby establishing itself as a fundamental component within a well-rounded equity portfolio. Its structured and research-driven methodology is crafted to meet the needs of benchmark-sensitive investors looking for a disciplined and repeatable equity selection and portfolio management process.

Products and Services

• Active Management:

  The ETF utilizes an active management strategy, focusing on selecting stocks that are anticipated to deliver superior performance. This involves ongoing analysis of market conditions and company fundamentals to adapt the portfolio dynamically.

• Blended Research® Approach:

  MFS’s proprietary Blended Research® method combines fundamental analysis with quantitative research, ensuring a robust assessment of potential investments. This dual approach aims to enhance the quality of stock selection.

• Investment in Large-Cap U.S. Companies:

  The ETF primarily allocates capital to large-cap U.S. equities, providing investors with exposure to established companies across various sectors, which can offer stability and growth potential.

• Portfolio Construction Process:

  Employing a disciplined bottom-up portfolio construction process, the ETF is designed to manage risk while focusing on identifying companies with compelling valuations and growth prospects. This method allows for a targeted investment strategy.

• Benchmark Sensitivity:

  Targeting benchmark-sensitive investors, the strategy emphasizes a consistent approach to equity selection and asset allocation, striving to deliver performance that exceeds that of the S&P 500 Index over various market cycles.

• Experienced Investment Team:

  The ETF is supported by MFS’s experienced investment professionals, particularly the Quantitative Solutions team, which brings deep expertise in both qualitative and quantitative aspects of investment analysis.

• Transparent Investment Process:

  The fund prides itself on its transparency, providing investors with clear insights into its investment processes and portfolio changes, thereby fostering trust and understanding.

• Core Diversified Holding:

  MFS Blended Research Core Equity ETF is designed to serve as a core holding in an equity portfolio, providing diversification across sectors and reducing overall portfolio risk while seeking long-term capital appreciation.