MFSLarge BlendBRCE · NYSE

MFS Blended Research Core Equity ETF (BRCE)

Compare categoryCompare US Large Cap Blend ETFs Compare with others

Price: $29.38; —12 Nov 2026
Assets: $53.9M; Total net assets
Expense ratio: 0.24%; Category 0.72%
Yield: 0.71%; Trailing distributions

1Y return: 14.6%+3.3%; Category 11.4%
3Y CAGR: —; Category 19.4%
5Y CAGR: —; Category 10.0%

$29.38—12 Nov 2026

Fund

Assets: $53.9M
Expense: 0.24%
Categ. exp: 0.72%
Yield: 0.71%

ReturnFundCateg.

1Y14.6%11.4%

3Y—19.4%

5Y—10.0%

Launch16.3%—

Loading NAV history…

MFS Blended Research Core Equity ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
ETF	-4.4%	-4.2%	+2.9%	+14.2%	+14.6%	—	—	—	+16.3%
Large Blend average	-2.2%	-3.1%	2.2%	11.2%	11.4%	19.4%	10.0%	13.9%	12.0%
Difference	-2.3%	-1.2%	+0.6%	+3.0%	+3.3%	—	—	—	+4.3%

Holdings

The 10 largest positions make up 40.9% of the fund.

Top holdings

Largest holdings by weight
Ticker	Holding	Weight
NVDA	NVIDIA Corp	9.69%
AAPL	Apple Inc	7.35%
MSFT	Microsoft Corp	5.09%
AMZN	Amazon.com Inc	3.95%
GOOGL	Alphabet Inc Class A	3.15%
AVGO	Broadcom Inc	2.54%
MU	Micron Technology Inc	2.43%
META	Meta Platforms Inc Class A	2.37%
JNJ	Johnson & Johnson	2.34%
CRM	Salesforce Inc	1.98%

Portfolio valuation

Weighted averages of what the fund holds.

P/E: 22.9
P/B: 5.4
P/S: 3.3
P/CF: 17.4

Sector allocation

Share of the equity the fund holds.

Technology40.1%
Financial services12.2%
Health care10.0%
Industrials9.3%
Communication services9.0%
Consumer discretionary7.7%
Consumer staples4.5%
Energy3.3%
Utilities2.1%
Materials1.0%
Real estate1.0%

Asset mix

Stocks99.8%
Cash0.2%

ETF details

Issuer: MFS
Category: Equity · Large Blend
Ticker: BRCE
Exchange: NYSE
Inception: 22 Oct 2025 (1.1 years)
Structure: Exchange Traded Fund
Expense ratio: 0.24% (category 0.72%)
Holdings turnover: 5% (category 95%)
Distribution yield: 0.71%
Beta, 3 years: 0.00
Total net assets: $53.9M

Prices and returns as of 12 Nov 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other large blend ETFs

Other ETFs in the Large Blend category.

Compare US Large Cap Blend ETFs