What does BRSM track?

BRSM is the MFS Blended Research Small-Mid Cap ETF, a Other ETF.

What is the expense ratio of BRSM?

Expense ratio data for BRSM is shown on the page when available from our data provider.

What are the largest holdings in BRSM?

Top holdings include BOX, ARMK, RE, BILL, CATY.

How can PortView analyze BRSM overlap with other ETFs?

PortView computes the holdings overlap between BRSM and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

MFS Blended Research Small-Mid Cap (BRSM) ETF Holdings & Analysis

ETFOther

$25.38+0.00%

1-year price historyRange $24.22 – $26.65

52-week range$25.38

$24.06$26.65

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What BRSM does

The funds investment objective is to seek capital appreciation.

Fund profile

Top holdings

	Holding	Weight
	BOX INCCLASS A	1.29%
	ARAMARK	1.05%
	EVEREST GROUP LTD	1.04%
	BILL HOLDINGS INC	1.00%
	CATHAY GENERAL BANCORP	0.94%
	POPULAR INC	0.94%
	RYMAN HOSPITALITY PROPERTIES	0.94%
	SIMPSON MANUFACTURING CO INC	0.93%
	LINCOLN NATIONAL CORP	0.92%
	JM SMUCKERCO/THE	0.92%

Geographic allocation

United States	91.50%
United Kingdom	2.00%
Bermuda	1.58%
Puerto Rico	0.93%
Cayman Islands	0.85%
Switzerland	0.55%
Ireland	0.42%
Other	0.40%
Monaco	0.36%
Luxembourg	0.35%

PortView Portfolio Insights

PortView analyzes how BRSM 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 BRSM track?: BRSM is the MFS Blended Research Small-Mid Cap ETF, a Other ETF.
What is the expense ratio of BRSM?: Expense ratio data for BRSM is shown on the page when available from our data provider.
What are the largest holdings in BRSM?: Top holdings include BOX, ARMK, RE, BILL, CATY.
How can PortView analyze BRSM overlap with other ETFs?: PortView computes the holdings overlap between BRSM 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.