MFS Launches Small- and Mid-Cap ETF Using Blended Research Strategy

MFS has launched the Blended Research® Small-Mid Cap ETF (BRSM), an actively managed fund focused on U.S. small- and mid-cap companies. The ETF combines fundamental research with quantitative analysis to evaluate factors such as valuation, earnings quality, and momentum, then uses portfolio optimization techniques to construct its holdings. BRSM will invest at least 80% of assets in small- and mid-cap stocks, with flexibility to own both growth and value companies, aiming to outperform the Russell 2500 Index while maintaining controlled risk.