BRCEMFS Blended Research Core Equity ETF
Seeks capital appreciation.
By MFS · Launched 2025
Annual Cost
0.24%
#1,091 of 6,040 · low cost
Fund Size
$37M
#4,059 of 6,040 · small
Return (1Y)
N/A
Track Record
11 months
#4,792 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,938+19.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 36.8% of funddiversified
NVIDIA Corp
8.4%
Apple Inc
5.6%
Microsoft Corp
4.6%
Amazon.com Inc
3.9%
Meta Platforms Inc
3.3%
Alphabet Inc
2.5%
Broadcom Inc
2.1%
Johnson & Johnson
2.1%
General Electric Co
2.1%
Lam Research Corp
2.1%
Asset allocation
Stocks
99.7%
Cash
0.3%
By sector
Technology
38.8%
Financial Services
12.8%
Healthcare
10.2%
Industrials
9.2%
Communication
8.2%
Consumer Cyclical
7.6%
Consumer Defensive
5.1%
Energy
3.8%
Other
4.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (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
Listing
- Exchange
- New York Stock Exchange
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively identifies potential investments in equity securities, primarily large-cap, using fundamental and quantitative analysis. May invest in foreign securities and across various sectors, targeting a portfolio with a predicted tracking error of approximately 2% compared to the S&P 500 Index.
- Inception date
- October 22, 2025
- Fund family
- MFS
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18