Quantitative and Fundamental Research
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2 ETFs Where Quantitative and Fundamental Worlds Blend
Etftrends· 2025-12-03 20:20
Core Insights - The MFS Blended Research Core Equity ETF (BRCE) and MFS Blended Research International Equity ETF (BRIE) combine quantitative and fundamental research methodologies to enhance investment strategies [1] - BRCE targets U.S. equities with the S&P 500 as its benchmark, while BRIE focuses on international equities compared to the MSCI All Country World (ex-US) Index [1] - Both ETFs are designed to work together, with BRCE providing core U.S. equity exposure and BRIE offering international diversification [1] Fund Characteristics - BRCE has a low expense ratio of 0.24%, while BRIE has a slightly higher expense ratio of 0.34% [1] - Both funds utilize a disciplined, active management approach, leveraging the MFS team's extensive industry experience averaging over 21 years [1] - The blended approach aims to capture opportunities that may be overlooked by either quantitative or fundamental research alone [1] Market Context - Current market conditions include high valuations in the U.S. tech sector, geopolitical tensions, and interest rate policy uncertainties, making active management crucial [1] - The MFS team is equipped to identify and adjust for both systematic and idiosyncratic risks in today's market landscape [1] - The integration of quantitative and fundamental signals is presented as a unique investment edge for these ETFs, appealing to benchmark-sensitive investors [1]