BRCEMFS Blended Research Core Equity ETF

Grow my moneyNewRanked #1,709 of 2,960 in this goal

Seeks capital appreciation.

By MFS · Launched 2025

Annual Cost

0.24%

#1,152 of 5,562 · low cost

Fund Size

$33M

#3,938 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

8 months

#4,897 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,330+13.3%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 40.0% of fund✓ well diversified

NVIDIA Corp

8.2%

Apple Inc

6.1%

Microsoft Corp

6.0%

Amazon.com Inc

4.5%

Meta Platforms Inc

3.4%

Broadcom Inc

2.8%

Alphabet Inc

2.6%

Johnson & Johnson

2.4%

Mastercard Inc

2.0%

Alphabet Inc

2.0%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Technology

38.3%

Financial Services

11.4%

Communication

10.3%

Consumer Cyclical

9.7%

Healthcare

8.8%

Industrials

8.7%

Consumer Defensive

5.1%

Energy

3.1%

Other

4.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-8.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: New York Stock Exchange

Full fund details

Objective: Seeks capital appreciation.
Strategy: Invests primarily in equity securities, using a blend of fundamental and quantitative analysis to select large-cap growth and value stocks. Employs an active bottom-up approach, managing risk factors relative to the S&P 500 Index.
Inception date: October 22, 2025
Fund family: MFS