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MFS Blended Research Small-Mid Cap ETF
BRSM performance and flow charts
Performance
Flows
Historic performance and flows
Data as of July 22, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -0.50% | |||||
| Flows | +$4M | - | - | - | - | - |
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 | 306 |
| Dividend policy | Distributing |
| Inception date | June 3, 2026 |
| ESG | No |
More data and info about BRSM on Trackinsight
Exposure
Data as of June 30, 2026Diversification
Total weight of top 15 holdings out of 306
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | ||||
Max drawdown | ||||
Max drawdown duration | N/A | N/A | N/A | N/A |
Time to recover | N/A | N/A | N/A | N/A |
What type of ETF is BRSM?
BRSM is a Active ETF that provides exposure to Equity assets. It is managed by MFS.
What does BRSM invest in?
This ETF provides exposure to Other Mid and Small-Cap US Equities. It is part of the segment: US Multi-Factor.
What is the expense ratio of BRSM?
The total expense ratio (TER) of BRSM is 0.38%, representing the annual fee charged by the fund manager.
When was BRSM launched?
BRSM was launched on June 3, 2026, marking its entry into the ETF market.
Who is the issuer of BRSM?
BRSM is issued by MFS.
What is the AUM of BRSM?
As of July 22, 2026, BRSM manages $26.03 M, reflecting the total assets held in the fund.
How many holdings are in BRSM
As of June 30, 2026, BRSM holds 306 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is BRSM?
As of June 30, 2026, BRSM holds 306 securities, with 14.22% of its assets concentrated in its top 15 holdings.
What are the top holdings of BRSM?
As of June 30, 2026, BRSM holds a portfolio of 306 underlyings, with its largest positions including MYR Group, Inc., Okta, Inc. and Aramark. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does BRSM invest in?
As of June 30, 2026, BRSM has its largest geographic exposures in USA.
What sectors or themes does BRSM focus on?
As of June 30, 2026, BRSM is primarily exposed to Finance, Technology and Industrials.
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