MFS Blended Research Core Equity ETF (NYSE: BRCE) and MFS Blended Research International Equity ETF (NYSE: BRIE) combine fundamental and quantitative investment approaches to maximize returns against targeted risk levels

MFS today launched its latest actively managed exchange traded funds, the first to be managed using the firm’s proprietary Blended Research® approach:

• MFS Blended Research® Core Equity ETF (NYSE: BRCE)
• MFS Blended Research® International Equity ETF (NYSE: BRIE)

These ETFs are actively managed and use a disciplined, bottom-up stock selection and portfolio construction process that blends fundamental and quantitative research to build well-diversified core equity portfolios, investing in US and international stocks, respectively.

“These new ETFs continue our mission to extend choice to our clients in active, fully transparent ETFs, bringing MFS’ 25 years of experience managing Blended Research strategies to the market in an ETF wrapper. In addition to our first six active ETFs, these two new ETFs create even greater opportunities for advisors and their clients to access MFS’ unique, proprietary investment approach with two more core building block strategies,” said MFS National Sales Manager Emily Dupre.

The goals of BRCE and BRIE are to outperform the S&P 500 Index and the MSCI ACWI ex US Index, respectively, with a targeted tracking error of approximately two percent over a full market cycle.

“We believe these ETFs are distinguished by their disciplined integration of MFS’ proprietary blend of quantitative and fundamental signals, helping the ETFs to deliver a differentiated return potential for investors. We believe that our investment edge — a unique and transparent blending of independent research perspectives — differentiates these two ETFs for benchmark-sensitive investors,” added Dupre.

The ETFs are team-managed by members of MFS’ Quantitative Solutions group. Four highly experienced portfolio managers with decades of expertise in quantitative investing — James Fallon, Matthew Krummell, Jonathan Sage and Jed Stocks — manage the two ETFs. The management team draws on the collective expertise of MFS’ 300-person-strong Global Investment Platform. Krummell serves as the lead portfolio manager for BRCE, and Stocks serves as the lead for BRIE.

MFS began managing quantitatively driven strategies in 2001 and now manages approximately $21 billion across its Blended Research strategies. For US-based investors, this includes five US equity mutual fund strategies — core, growth, value, mid cap and small cap — as well as international core equity and emerging markets equity strategies.

About MFS®

In 1924, MFS launched the first US open-end mutual fund, opening the door to the markets for millions of everyday investors. Today, as a full-service global investment manager serving financial advisors, intermediaries and institutional clients, MFS still serves a single purpose: to create long-term value for clients by allocating capital responsibly. That takes our powerful investment approach combining collective expertise, thoughtful risk management and long-term discipline. Supported by our culture of shared values and collaboration, our teams of diverse thinkers actively debate ideas and assess material risks to uncover what we believe are the best investment opportunities in the market. As of September 30, 2025, MFS manages US$658.7 billion in assets on behalf of individual and institutional investors worldwide. Please visit mfs.com for more information.

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