Explore professionally built ETF model portfolios. Discover now →
MFS Blended Research Core Equity ETF
BRIE performance and flow charts
Performance
Flows
Historic performance and flows
Data as of October 16, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -1.82% | +0.62% | +12.98% | |||
| Flows | +$132M | +$266M | +$574M | - | - | - |
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 | 158 |
| Dividend policy | Distributing |
| Inception date | October 22, 2025 |
| ESG | No |
More data and info about BRIE on Trackinsight
Exposure
Data as of August 31, 2026Diversification
Total weight of top 15 holdings out of 158
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +10.34% | |||
Max drawdown | -5.11% | |||
Max drawdown duration | 38d | 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 0.34%, 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 October 16, 2026, BRIE manages $652.46 M, reflecting the total assets held in the fund.
How has BRIE performed recently?
As of October 16, 2026, BRIE delivered a return of -1.82% over the past month (1M performance), 0.62% over the past three months (3M), and 12.98% year-to-date (YTD).
What are the recent fund flows for BRIE?
As of October 16, 2026, BRIE has seen net flows of +$132M in the past month (1M flow) and +$574M year-to-date (YTD).
How many holdings are in BRIE
As of August 31, 2026, BRIE holds 158 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 August 31, 2026, BRIE holds 158 securities, with 29.42% of its assets concentrated in its top 15 holdings.
What are the top holdings of BRIE?
As of August 31, 2026, BRIE holds a portfolio of 158 underlyings, with its largest positions including Taiwan Semiconductor Manufacturing Co., Ltd., ASML Holding NV and Samsung Electronics Co., Ltd.. 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 August 31, 2026, BRIE has its largest geographic exposures in Japan, Canada and United Kingdom.
What sectors or themes does BRIE focus on?
As of August 31, 2026, BRIE is primarily exposed to Finance, Technology and Industrials.
Advantages of ETFs over Mutual Funds1/6
Lower Costs
In this guide, we'll explore the advantages of ETFs over mutual funds, giving you valuable insights into why ETFs have gained significant popularity among investors like yourself.
Leveraged ETFs: Unlocking the Potential for Amplified Returns1/6
Understanding Leveraged ETFs
Explore leveraged ETFs: potential for amplified returns & risks. 5 ETFs to consider across equities, commodities & fixed income.
What is a Leveraged ETF?1/6
Introducing Leveraged and Inverse ETFs
In this guide, we'll dive into the world of leveraged ETFs, exploring their definition, mechanics, potential risks, and rewards.
Recent educational content
ETF Trends
ETF Industry KPIs October 5, 2026
This week’s KPI data overview highlights key metrics and trends shaping the ETF landscape.
ETF Trends
ETF Industry KPIs September 28, 2026
This week’s KPI data overview highlights key metrics and trends shaping the ETF landscape.
ETF Trends
ETF Industry KPIs September 22, 2026
This week’s KPI data overview highlights key metrics and trends shaping the ETF landscape.
First Look ETF
First Look ETF: Income, Corporate Arbitrage, and Growth and Value Investing
First Look ETF September 2026: iCapital, Mast Investments and North Square unpack new ETFs targeting monthly income, merger arbitrage and complementary growth and value exposure.
Browse all educational columns
Build and Analyze Your ETF Portfolio Like a Pro
Create your own ETF portfolio in minutes and instantly see allocations, exposures, performance, and risk. Visualize diversification across asset classes, regions, and sectors. Stress-test ideas, compare benchmarks, and refine your strategy with professional-grade analytics.
