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BRIEMFS Blended Research International Equity ETF

Grow my moneyNewRanked #871 of 2,999 in this goal

Seeks capital appreciation.

By MFS · Launched 2025

Annual Cost

0.34%

#1,522 of 5,861 · low cost

Fund Size

$355M

#1,866 of 5,861 · large

Return (1Y)Goal

N/A

Track Record

10 months

#4,790 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$12,093+20.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 21.1% of fundwell diversified

Taiwan Semiconductor Manufacturing Co Ltd
4.8%
ASML Holding NV
2.4%
Novartis AG
2.0%
Samsung Electronics Co Ltd
1.9%
Rio Tinto PLC
1.9%
Toyota Tsusho Corp
1.8%
BNP Paribas SA
1.7%
Kinross Gold Corp
1.6%
British American Tobacco PLC
1.6%
Toronto-Dominion Bank/The
1.5%

Asset allocation

Stocks
97.5%
Bonds
1.5%
Cash
1.0%

By sector

Technology
25.8%
Financial Services
22.3%
Industrials
11.9%
Consumer Defensive
6.8%
Healthcare
6.3%
Consumer Cyclical
5.9%
Basic Materials
5.8%
Communication
5.2%
Other
9.9%

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

Listing

Exchange
New York Stock Exchange

Full fund details

Objective
Seeks capital appreciation.
Strategy
Actively identifies potential investments in equity securities, primarily large-cap foreign and emerging market companies, using fundamental and quantitative analysis. The portfolio is constructed while managing various risk factors compared to the MSCI All Country World (ex-US) Index.
Inception date
October 22, 2025
Fund family
MFS

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Data updated on 2026-08-04