BRSM

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Category	Global or ExUS Equities - Quant Strat
Sponsor	MFS
Fund Family
Index	-
Index Weighting
Active/Passive
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Expense	0.38%
Inverse/Leveraged
IPO	Jun 04, 2026

Asset Type	Equities (Stocks)
ETF Type
Bond Type
Average Maturity
Commodity Type
Quant Type
ESG Type
Dividend Type
Structure Type
Growth/Value
Market Cap
Option/Short	No / No

Tags	U.S.
Tags	equity
Tags	value
Tags	Russell-2500
Tags	small-mid-cap
Tags	fundamental
Tags	quantitative
Sector/Theme
Region
SMA20	1.04%
SMA50	1.28%
SMA200	1.28%

Return% 1Y	-
Return% 3Y	-
Return% 5Y	-
Return% 10Y
Return% SI
Flows% 1M	27.66%
Flows% 3M	27.66%
Flows% YTD	27.66%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades

Total Holdings	309
AUM	26.81M
NAV/sh
52W High	26.08 -1.72%
52W Low	24.06 6.53%
Volatility	0.49% 0.93%
ATR (14)	0.32
RSI (14)	53.91
Beta	-
Rel Volume	0.16
Avg Volume	49.34K
Volume	8,123

Perf Week	-0.86%
Perf Month	2.37%
Perf Quarter	-
Perf Half Y	-
Perf YTD	2.65%
Perf Year	-
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Prev Close	25.84
Price	25.63
Change	-0.82%

MFS Blended Research Small-Mid Cap ETF seeks capital appreciation by investing at least 80% of its net assets in small- and medium-capitalization U.S. companies selected through a systematic integration of fundamental and quantitative research. The investment approach targets high-quality companies trading at favorable valuations relative to the Russell 2500 Index while strictly optimizing risk exposures.

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MFS Blended Research Small-Mid Cap ETF

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