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MFS Blended Research Core Equity ETF
BRIE performance and flow charts
Performance
Flows
Historic performance and flows
Data as of August 31, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +2.21% | +3.48% | +17.06% | |||
| Flows | +$70M | +$160M | +$391M | - | - | - |
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 | 160 |
| Dividend policy | Distributing |
| Inception date | October 22, 2025 |
| ESG | No |
More data and info about BRIE on Trackinsight
Exposure
Data as of July 31, 2026Diversification
Total weight of top 15 holdings out of 160
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +14.10% | |||
Max drawdown | -3.81% | |||
Max drawdown duration | 10d | N/A | N/A | N/A |
Time to recover | 3d | 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 August 31, 2026, BRIE manages $489.96 M, reflecting the total assets held in the fund.
How has BRIE performed recently?
As of August 31, 2026, BRIE delivered a return of 2.21% over the past month (1M performance), 3.48% over the past three months (3M), and 17.06% year-to-date (YTD).
What are the recent fund flows for BRIE?
As of August 31, 2026, BRIE has seen net flows of +$70M in the past month (1M flow) and +$391M year-to-date (YTD).
How many holdings are in BRIE
As of July 31, 2026, BRIE holds 160 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 July 31, 2026, BRIE holds 160 securities, with 30.23% of its assets concentrated in its top 15 holdings.
What are the top holdings of BRIE?
As of July 31, 2026, BRIE holds a portfolio of 160 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 July 31, 2026, BRIE has its largest geographic exposures in Japan, United Kingdom and Canada.
What sectors or themes does BRIE focus on?
As of July 31, 2026, BRIE is primarily exposed to Finance, Technology and Industrials.
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