Quantitative & Fundamental Research
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New MFS ETFs Combine Quantitative & Fundamental Research
Etftrendsยท 2025-11-21 18:08
Core Insights - MFS has launched two new actively managed ETFs: MFS Blended Research Core Equity ETF (BRCE) and MFS Blended Research International Equity ETF (BRIE) [1][2] - The new ETFs aim to provide clients with more choices in active, fully transparent investment options, leveraging MFS' 25 years of experience in Blended Research strategies [2][7] MFS Blended Research Core Equity ETF (BRCE) - BRCE has an expense ratio of 24 basis points and focuses on generating capital appreciation through an active core equity strategy [3] - The launch of BRCE is timely, given the current macroeconomic uncertainty, as many investors seek actively managed ETFs to navigate the U.S. equity market [4] MFS Blended Research International Equity ETF (BRIE) - BRIE targets international markets with a net expense ratio of 34 basis points, also aiming for capital appreciation [5] - The fund's strategy includes a bottom-up approach that combines quantitative research with fundamental analysis, aiming to outperform the MSCI All Country World (ex-US) Index [5][6] Investment Strategy and Differentiation - Both ETFs are characterized by MFS' proprietary blend of quantitative and fundamental signals, which is expected to provide differentiated return potential for investors [7] - MFS emphasizes the unique and transparent integration of independent research perspectives as a competitive edge for these ETFs [7]