BRSM – MFS Blended Research Small-Mid Cap ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. MFS normally invests at least 80% of the fund’s net assets in issuers with small and/or medium market capitalizations. MFS defines small and medium market capitalization companies as issuers that (i) have market capitalizations within the capitalization range of the Russell 2500 Index over the past 12 months based on the current composition of the index and/or are (ii) classified as a small or medium capitalization company by an independent third party financial data provider.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BRSM	MFS Blended Research Small-Mid Cap ETF	ETF	Open	—	—	Jun 4, 2026	$26.60M	0.380%	—	—	—

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