
BRIE aims for capital appreciation by investing primarily in large-cap equities, using both fundamental and quantitative analyses to manage risks compared to the MSCI All Country World (ex-US) Index. The fund is unconstrained by investment style, allowing investments in both value and growth stocks. It may invest in securities from around the world, excluding the US. 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…
Is BRIE's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.

On Thursday, September 10, MFS Investment Management expanded its ETF collection with the launch of two new funds. Both funds provide new, actively managed takes on short-duration fixed income exposure.

I love ETF milestones and round numbers almost as much as I love watching football. There is something deeply satisfying about watching a fund hit a clean asset threshold.

On June 4, MFS expanded its ETF suite with the launch of the MFS Blended Research Small-Mid Cap ETF (BRSM) and the MFS Active International Value ETF (MIVL). With an expense ratio of 38 basis points, BRSM broadens MFS's actively managed offerings into the small-mid cap market.

The global markets in 2026 have been marked by geopolitical shifts that are pushing more investors toward international opportunities, including emerging markets (EM). Combined with greater demand for active ETFs, the timing for MFS Investment Management to launch the MFS Blended Research Emerging Markets Equity ETF (BREE) couldn't be better.

When developing research strategies to achieve positive alpha, there are typically two methodologies: quantitative and fundamental. Discerning investors who have a predilection for one or the other no longer have to choose with the MFS Blended Research Core Equity ETF (BRCE) and the MFS Blended Research International Equity ETF (BRIE).