MFS Blended Research International Equity ETF
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Key stats
About MFS Blended Research International Equity ETF
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Inception date
Oct 22, 2025
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Massachusetts Financial Services Co.
Distributor
MFS Fund Distributors, Inc.
Identifiers
3
ISIN US55286W8010
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, 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 err of about 2% relative to its reference index.
Related funds
Classification
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
BRIE trades at 29.08 USD today, its price has risen 0.31% in the past 24 hours. Track more dynamics on BRIE price chart.
BRIE net asset value is 28.97 today — it's risen 6.94% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
BRIE assets under management is 123.47 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
BRIE price has risen by 6.99% over the last month, and its yearly performance shows a 16.60% increase. See more dynamics on BRIE price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 6.94% over the last month, showed a 9.21% increase in three-month performance and has increased by 9.21% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 6.94% over the last month, showed a 9.21% increase in three-month performance and has increased by 9.21% in a year.
BRIE fund flows account for 97.47 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
BRIE expense ratio is 0.34%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, BRIE isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
Yes, BRIE pays dividends to its holders with the dividend yield of 0.25%.
BRIE trades at a premium (0.39%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
BRIE shares are issued by Sun Life Financial, Inc.
BRIE follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Oct 22, 2025.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.