BRIEMFS Blended Research International Equity ETF

Grow my moneyNewRanked #930 of 2,960 in this goal

Seeks capital appreciation.

By MFS · Launched 2025

Annual Cost

0.34%

#1,585 of 5,562 · low cost

Fund Size

$314M

#1,919 of 5,562 · mid-size

Return (1Y)Goal

N/A

Track Record

8 months

#4,897 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,234+22.3%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global ex-US

Cap

Large

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 19.3% of fund✓ well diversified

Taiwan Semiconductor Manufacturing Co Ltd

3.5%

iShares MSCI India ETF

2.4%

ASML Holding NV

2.0%

Roche Holding AG

1.8%

Tencent Holdings Ltd

1.8%

British American Tobacco PLC

1.7%

NatWest Group PLC

1.6%

SK hynix Inc

1.6%

Rio Tinto PLC

1.5%

Toyota Tsusho Corp

1.5%

Asset allocation

Stocks

97.8%

Bonds

1.5%

Cash

0.7%

By sector

Technology

24.4%

Financial Services

22.1%

Industrials

12.0%

Consumer Defensive

6.8%

Healthcare

6.4%

Basic Materials

6.4%

Energy

5.7%

Consumer Cyclical

5.5%

Other

10.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-11.4%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 foreign equity securities, including emerging markets, using a blend of fundamental and quantitative analysis. Focuses on large-cap companies and aims for a target tracking error of approximately 2% relative to the MSCI All Country World (ex-US) Index.
Inception date: October 22, 2025
Fund family: MFS