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MFS Blended Research Core Equity ETF
BRIE performance and flow charts
Performance
Flows
Historic performance and flows
Data as of April 6, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -0.80% | -0.23% | +2.59% | |||
| Flows | +$41M | +$115M | +$115M | - | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | MFS |
| N° of holdings | 146 |
| Dividend policy | Distributing |
| Inception date | October 22, 2025 |
| ESG | No |
More data and info about BRIE on Trackinsight
Exposure
Data as of February 28, 2026Diversification
Total weight of top 15 holdings out of 146
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +16.63% | |||
Max drawdown | -10.67% | |||
Max drawdown duration | 39d | N/A | N/A | N/A |
Time to recover | N/A | N/A | N/A | N/A |
What type of ETF is BRIE?
BRIE is a Active ETF that provides exposure to Equity assets. It is managed by MFS.
What does BRIE invest in?
This ETF provides exposure to Other Large Cap US Equities. It is part of the segment: US Large Cap.
What is the expense ratio of BRIE?
The total expense ratio (TER) of BRIE is 0.24%, representing the annual fee charged by the fund manager.
When was BRIE launched?
BRIE was launched on October 22, 2025, marking its entry into the ETF market.
Who is the issuer of BRIE?
BRIE is issued by MFS.
What is the AUM of BRIE?
As of April 6, 2026, BRIE manages $176.73 M, reflecting the total assets held in the fund.
How has BRIE performed recently?
As of April 6, 2026, BRIE delivered a return of -0.8% over the past month (1M performance), -0.23% over the past three months (3M), and 2.59% year-to-date (YTD).
What are the recent fund flows for BRIE?
As of April 6, 2026, BRIE has seen net flows of +$41M in the past month (1M flow) and +$115M year-to-date (YTD).
How many holdings are in BRIE
As of February 28, 2026, BRIE holds 146 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is BRIE?
As of February 28, 2026, BRIE holds 146 securities, with 27.63% of its assets concentrated in its top 15 holdings.
What are the top holdings of BRIE?
As of February 28, 2026, BRIE holds a portfolio of 146 underlyings, with its largest positions including US8740391003, ASML HOLDING and NOVARTIS. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does BRIE invest in?
As of February 28, 2026, BRIE has its largest geographic exposures in Japan, USA and United Kingdom.
What sectors or themes does BRIE focus on?
As of February 28, 2026, BRIE is primarily exposed to Financials, Industrials and Information Technology.
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