BRCE

MFS$30.28+0.29 (+0.98%)
AUM $36.8MER 0.24%NAV $30.00Holdings

Price Chart

Key Statistics

Previous Close

$29.98

Day Range

$30.28$30.28

52-Week Range

$24.45$30.73

Avg Volume

1.5K

Dividend Yield

Expense Ratio

0.24%

AUM

$36.8M

Shares Outstanding

Sector Breakdown

SectorWeight %
Technology38.80%
Financial Services12.82%
Healthcare10.23%
Industrials9.18%
Communication Services8.16%
Consumer Cyclical7.57%
Consumer Defensive5.12%
Energy3.80%
Utilities2.15%
Basic Materials1.13%
Real Estate1.05%

Country Allocation

CountryWeight %
United States94.23%
Ireland1.94%
Bermuda1.88%
Puerto Rico0.71%
Switzerland0.56%
Other0.40%
Sweden0.28%

Fund Information

Issuer
MFS
Category
Technology
Inception Date
Oct 21, 2025
Exchange
NYSE
Description
BRCE aims for capital appreciation by investing primarily in large-cap US equities, using both fundamental and quantitative analyses to manage risks compared to the S&P 500 Index. The fund is unconstrained by investment style, allowing investments in both value and growth stocks. It may also invest in non-US securities. The selection process uses an active bottom-up approach determines a a blended rating to each company, combining fundamental and quantitative research. The fund employs an optimization process that considers the blended rating, as well as issuer, industry, and sector weightings, market cap, volatility, and other factors. As an actively managed ETF, the portfolio managers have full discretion to adjust the portfolio at any time, including optimization and holdings based on factors such as desired characteristics and qualitative assessments. The fund targets a predicted tracking error of about 2% relative to its reference index.

Similar ETFs

SymbolNameAUM
VTIVanguard Morningstar Total Stock Market ETF$2.30T
VOOVanguard S&P 500 ETF$1.70T
IVViShares Core S&P 500 ETF$839.60B
SPYState Street SPDR S&P 500 ETF$803.52B
QQQInvesco QQQ Trust, Series 1$481.71B

The MFS Active Exchange Traded Funds Trust - MFS Blended Research Core Equity ETF (BRCE) is an exchange-traded fund issued by MFS that launched on Oct 21, 2025. It currently manages $36.8M in assets under management. The fund charges an expense ratio of 0.24%. It falls under the Technology category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
+0.98%
1W
-0.95%
1M
-1.63%
3M
+3.57%
6M
+17.26%
YTD
+16.29%
1Y
+19.72%
3Y
+19.72%
5Y
+19.72%

Moving Averages

20-Day MA

$30.32

Below 20-Day MA
50-Day MA

$29.89

Above 50-Day MA
200-Day MA

$27.60

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$30.73

Current Price

$30.28

52-Week Low

$24.45

$24.45$30.73

Current Yield

Annual Dividend

$0.0480

Frequency

0x/year

Last Ex-Date

Dec 11, 2025

Dividend History

Ex-DateAmountPay Date
Dec 11, 2025$0.0480Dec 12, 2025

Dividend Payments Over Time

Category Comparison

MetricBRCETechnology(1660 ETFs)
Fund Info
Expense Ratio0.24%0.61%
AUM$36.8M$6.83B
Dividend Yield2.94%
Avg Volume1.5K432.5K
Holdings198
Performance
1-Month Return-0.32%
6-Month Return+8.18%
YTD Return+13.83%
1-Year Return+27.29%

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