BRCE – MFS Blended Research Core Equity ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund advisor normally invests at least 80% of the fund’s net assets in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The fund advisor normally invests the fund's assets across different industries and sectors, but he may invest a significant percentage of the fund's assets in issuers in a single industry or sector.

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
BRCE	MFS Blended Research Core Equity ETF	ETF	Open	—	—	Oct 22, 2025	$37.97M	0.240%	—	—	—

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