- What does BRCE invest in?
- BRCE aims for capital appreciation by investing primarily in large-cap US equities, using both fundamental and quantitative analyses to manage risks compared to the S&P 500 Index. The fund is unconstrained by investment style, allowing investments in both value and growth stocks. It may also invest in non-US securities. The selection process uses an active bottom-up approach determines a a blended rating to each company, combining fundamental and quantitative research. The fund employs an optimization process that considers the blended rating, as well as issuer, industry, and sector weightings, market cap, volatility, and other factors. As an actively managed ETF, the portfolio managers have full discretion to adjust the portfolio at any time, including optimization and holdings based on factors such as desired characteristics and qualitative assessments. The fund targets a predicted tracking error of about 2% relative to its reference index.
- What is the expense ratio of BRCE?
- MFS Active Exchange Traded Funds Trust - MFS Blended Research Core Equity ETF (BRCE) charges an expense ratio of 0.24%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BRCE?
- MFS Active Exchange Traded Funds Trust - MFS Blended Research Core Equity ETF (BRCE) manages $37.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BRCE actively managed or an index fund?
- BRCE is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (BRCE's is 0.24%) in exchange for the discretion to over- or under-weight positions.
- When was BRCE launched?
- MFS Active Exchange Traded Funds Trust - MFS Blended Research Core Equity ETF (BRCE) launched in October 2025 and is managed by MFS.
- How has BRCE performed?
- BRCE's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
