MFS Blended Research Core Equity ETF

MFS Blended Research Core Equity ETF is an actively managed equity exchange-traded fund designed to seek capital appreciation by investing primarily in large-cap U.S. companies. This ETF utilizes MFS’s proprietary Blended Research® approach, which integrates both fundamental and quantitative research in a disciplined, bottom-up portfolio construction process. The strategy aims to combine the strengths of traditional stock analysis and quantitative signals to identify high-quality companies trading at attractive valuations, with a focus on delivering performance that aims to exceed the S&P 500 Index over market cycles. Distinguished by its transparent, active management, this fund draws on the expertise of MFS’s experienced Quantitative Solutions team and leverages insights from a globally integrated investment platform. The ETF typically allocates at least 80% of its assets to equity securities, which include common stocks and related instruments. BRCE represents a core, diversified holding for investors seeking exposure to large U.S. companies across multiple sectors, positioning itself as a core building block within a diversified equity portfolio. Its structure and research-driven methodology are designed to suit benchmark-sensitive investors who desire a disciplined, repeatable process to equity selection and portfolio management.