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MFS Active Exchange Traded Funds Trust - MFS Blended Research Core Equity (BRCE) ETF Holdings & Analysis
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What BRCE does
BRCE aims for capital appreciation by investing primarily in large-cap US equities, using both fundamental and quantitative analyses to manage risks compared to the S&P 500 Index. The fund is unconstrained by investment style, allowing investments in both value and growth stocks. It may also invest in non-US securities. 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 error of about 2% relative to its reference index.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| NVIDIA CORP | 9.24% | |
| APPLE INC | 7.66% | |
| MICROSOFTCORP | 5.28% | |
| AMAZON.COMINC | 4.00% | |
| ALPHABET INC CL A | 2.93% | |
| BROADCOM INC | 2.47% | |
| JOHNSON +JOHNSON | 2.38% | |
| MASTERCARDINC A | 2.17% | |
| MICRON TECHNOLOGY INC | 2.11% | |
| SALESFORCEINC | 2.08% |
Sector allocation
| Technology | 39.09% |
| Financial Services | 12.67% |
| Healthcare | 10.37% |
| Industrials | 9.02% |
| Communication Services | 8.31% |
| Consumer Cyclical | 7.62% |
| Consumer Defensive | 4.92% |
| Energy | 3.64% |
| Utilities | 2.21% |
| Basic Materials | 0.96% |
| Real Estate | 0.95% |
Geographic allocation
| United States | 93.05% |
| Ireland | 2.18% |
| Bermuda | 1.96% |
| Puerto Rico | 0.75% |
| United Kingdom | 0.65% |
| Switzerland | 0.44% |
| Singapore | 0.41% |
| Sweden | 0.32% |
| Other | 0.24% |
PortView Portfolio Insights
PortView analyzes how BRCE fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does BRCE track?
- BRCE is the MFS Active Exchange Traded Funds Trust - MFS Blended Research Core Equity ETF, a Other ETF.
- What is the expense ratio of BRCE?
- Expense ratio data for BRCE is shown on the page when available from our data provider.
- What are the largest holdings in BRCE?
- Top holdings include NVDA, AAPL, MSFT, AMZN, GOOGL.
- How can PortView analyze BRCE overlap with other ETFs?
- PortView computes the holdings overlap between BRCE and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.