MFS Active Mid Cap ETF

The MFS Active Mid Cap ETF is an actively managed exchange-traded fund designed to provide exposure to a broad portfolio of U.S. mid-cap equities. Its primary objective is capital appreciation by investing in both growth and value stocks within the mid-cap universe, making use of a proprietary selection strategy managed by veteran portfolio manager Kevin Schmitz and supported by MFS’s global team of over 300 investment professionals. The fund does not track an index but instead relies on fundamental research and active security selection, aiming to identify companies with attractive risk-return profiles across a range of sectors, including finance, technology services, energy, and industrials. Launched in September 2025, this ETF expands MFS’s established suite of active ETFs, allowing investors access to the dynamic U.S. mid-cap market through a liquid ETF structure. Managed under the umbrella of Massachusetts Financial Services, the fund reflects the firm’s long-standing approach to disciplined, collaborative investment management. By allocating across numerous holdings and sectors, the MFS Active Mid Cap ETF serves as a core building block for diversified equity portfolios, addressing the needs of investors seeking flexible, tax-efficient, and actively managed mid-cap equity exposure.