Categories: Stocks / ETFs

New MFS ETFs Combine Quantitative & Fundamental Research


On Wednesday, October 22, MFS expanded its collection of actively managed ETFs with the launch of two new funds: MFS Blended Research Core Equity ETF and MFS Blended Research International Equity ETF.

“These new ETFs continue our mission to extend choice to our clients in active, fully transparent ETFs, bringing MFS’ 25 years of experience managing Blended Research strategies to the market in an ETF wrapper,” noted Emile Dupre, MFS National Sales Manager. “In addition to our first six active ETFs, these two new ETFs create even greater opportunities for advisors and their clients to access MFS’ unique, proprietary investment approach with two more core building block strategies.”

MFS Offers Blended Approach to Core Equity Exposure

The first fund on the docket is the MFS Blended Research Core Equity ETF (BRCE). With an expense ratio of 24 basis points, BRCE aims to generate capital appreciation through an active core equity strategy.

BRCE comes online at a crucial time for navigating the U.S. equity market, as well. Macroeconomic uncertainty remains rampant. Many advisors and investors are looking for actively managed ETFs to leverage the experience of seasoned portfolio teams. Furthermore, a thorough bottom-up analysis can help navigate a market where the risks and rewards may be more narrow.

BRIE Offers an Active Take on International Investing

Meanwhile, the MFS Blended Research International Equity ETF (BRIE) could help those looking to focus on international markets. This fund also looks to focus on capital appreciation and has a net expense ratio of 34 basis points.

BRIE’s portfolio team seeks to build results that outpace that of the MSCI All Country World (ex-US) Index. To do so, much like BRCE, BRIE uses a bottom-up approach that mixes quantitative research with fundamental analysis.

BRIE may also prove itself to be a fund worthy of meeting the moment. Advisors and investors have flocked to international equities as a potential safe haven. Active ETFs have emerged as a particularly attractive vehicle for gaining international exposure. Furthermore, the fund’s bottom-up focus could help BRIE find the most compelling companies within the intricacies of the global market.

“We believe these ETFs are distinguished by their disciplined integration of MFS’ proprietary blend of quantitative and fundamental signals, helping the ETFs to deliver a differentiated return potential for investors,” Dupre added. “We believe that our investment edge — a unique and transparent blending of independent research perspectives — differentiates these two ETFs for benchmark-sensitive investors.”

These new funds join a growing MFS lineup, which already offers a number of compelling active strategies within the ETF wrapper. One of the largest MFS funds, the MFS Active International ETF (MFSI), has well over $570 million in assets under management as of October 31, 2025.

For more news, information, and strategy, visit our Portfolio Construction Content Hub.



Source link

admin2

Share
Published by
admin2

Recent Posts

Missing jet-skier in South Saskatchewan River identified by Saskatoon police

Descrease article font size Increase article font size The man who went over the weir…

2 hours ago

Can Active Management Make a Difference With Municipal Bonds?

In broad terms, there appears to be little headline risk facing advisors and income investors…

2 hours ago

Why do the UK’s prime ministers keep resigning? | Government

Keir Starmer is the latest to step down, after less than two years in office.From…

3 hours ago

Pantera Leads $6 Million TurboFlow Seed Round As Prediction

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure TL;DR …

3 hours ago

Former Fredericton police officer charged with perjury, breach of trust – New Brunswick

By Eli Ridder The Canadian Press Posted June 23, 2026 11:08 am 1 min read…

5 hours ago

Search for Income Should Include International Markets

The U.S. is home to some of the most dependable dividend-paying stocks in the world,…

7 hours ago