ETF Evaluator:
MFS Blended Research Intl Eq ETF ()
Follow This ETF
(as of Aug 26)
Best Performing in Foreign Large Blend Over the Last Year
| 53.2% | Pacer Nasdaq International Ptnt Ldrs ETF (PATN) |
| 37.0% | Touchstone Dynamic International ETF (TDI) |
| 36.8% | Harbor International Equity ETF (EPIN) |
| 34.8% | First Eagle Overseas Equity ETF (FEOE) |
| 33.8% | Lazard International Dynamic Equity ETF (IDEQ) |
Risk
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ETF Details
MFS Blended Research Intl Eq ETF Overview
MFS Blended Research Intl Eq ETF (BRIE) is an actively managed International Equity Foreign Large Blend exchange-traded fund (ETF). MFS launched the ETF in 2025.
The investment seeks capital appreciation.
The fund advisor normally invests at least 80% of the fund’s net assets in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The fund advisor normally invests the fund’s assets primarily in foreign securities, including emerging market securities.
About MFS Blended Research Intl Eq ETF (BRIE)
There are 5 members of the management team with an average tenure of 0.69 years: Jonathan Sage (2025), John (Jed) Stocks (2025), Matthew Krummell (2025), Nathan Bryant (2026) and Jenney Zhang (2026). Management tenure is more important for actively managed ETFs than passive index ETFs.
MFS Blended Research Intl Eq ETF has 171 securities in its portfolio. The top 10 holdings constitute 21.9% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a diversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.
MFS Blended Research Intl Eq ETF is part of the Equity global asset class and is within the International Equity ETF group. MFS Blended Research Intl Eq ETF has 96.0% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 1.2% There is 96.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 1.7% (1.7% domestic bond, 0.0% foreign bond and 0.0% convertible bond). MFS Blended Research Intl Eq ETF has 1.2% of the portfolio in cash.
Assets Under Management
The fund has $410 million in total assets, which is below the $9 billion average for the Foreign Large Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
BRIE Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The MFS Blended Research Intl Eq ETF expense ratio is below average compared to funds in the Foreign Large Blend category. MFS Blended Research Intl Eq ETF has an expense ratio of 0.34%, which is 14% lower than its category average, making the fund expense ratio grade a C. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. MFS Blended Research Intl Eq ETF has a portfolio turnover rate of 8%, which indicates that it holds its assets around / 0.1 years. By way of comparison, the average portfolio turnover is 38% for the Foreign Large Blend category.
Recently, in the month of July 2026, MFS Blended Research Intl Eq ETF returned 0.9%, which earned it a grade of C, as the Foreign Large Blend category had an average return of 1.1%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.
MFS Blended Research Intl Eq ETF has a trailing yield of 0.00%, which is below the 2.56% category average.
The fund normally distributes its income annually and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
MFS Blended Research Intl Eq ETF Grades
Year to date, the ETF has returned 14.5%, 2.4 percentage points better than the category, which translates into a grade of A.
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BRIE Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| BRIE Return (NAV) | 0.9% | 6.0% | na | na | na | na |
| BRIE Return (Price) | -0.2% | 4.9% | na | na | na | na |
| NAV +/- Price Return | 1.062% | 1.049% | na | na | na | na |
| Foreign Large Blend Avg | 1.1% | 4.4% | 25.0% | 16.4% | 9.2% | 9.3% |
| BRIE Grade (NAV) | C | B | na | na | na | na |
| +/- Category (NAV) | -0.3% | 1.6% | na | na | na | na |
| BRIE Tax-Cost Ratio | na | na | na | na | na | na |
BRIE Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| BRIE Return (NAV) | 14.5% | na | na | na | na | na | na | na | na | na | na |
| BRIE Return (Price) | 14.2% | na | na | na | na | na | na | na | na | na | na |
| NAV +/- Price Ret | -0.024% | na | na | na | na | na | na | na | na | na | na |
| Foreign Large Blend Avg | 12.1% | 31.2% | 5.2% | 16.9% | -14.7% | 10.3% | 8.8% | 22.0% | -13.2% | 24.6% | 1.9% |
| BRIE Grade (NAV) | A | na | na | na | na | na | na | na | na | na | na |
| +/- Category | 2.4% | na | na | na | na | na | na | na | na | na | na |
| Risk Measures | |
| Beta: | na |
| R-Squared: | na |
| Standard Deviation: | na |
| Category Risk Index: | na |
| Category Risk Rating: | |
| Total Risk Index: | na |
| Total Risk Rating: | |
| Portfolio Characteristics | |
| Yield: | -- |
| Total Assets: | $ 410 Mil |
| Share Class Assets: | $ 410 Mil |
| Turnover: | 8.0% |
| Expense Ratio: | 0.34% |
| Index Fund: | No |
| Index Tracked: | N/A |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | No |
| Capital Gains Distribution Frequency: | Annually |
| Income Distribution Frequency: | Annually |
Management Team
| Number of Managers: 5 | |||
| Longest Tenure: 0.8 years | |||
| Average Tenure: 0.7 years | |||
| Managers (Year): Sage Jonathan (2025), Stocks John (Jed) (2025), Krummell Matthew (2025), Bryant Nathan (2026), Zhang Jenney (2026) | |||
Portfolio Composition (as of 7/30/26)
| # of Holdings: | 171 |
| % in Top 10 Holdings: | 21.9% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 96.0% |
Portfolio Allocation |
|
| Domestic Stock: | 1.2% |
| Foreign Stock: | 96.0% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 1.7% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 1.2% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | MFS |
| Phone Number: | 800-637-5637 |
| Website: | |
| Inception Date: | October 22, 2025 |
Expenses and Fees
| Expense Ratio (%): | 0.34% (Rating: Below Avg) |
| Category Average Expense Ratio (%): | 0.40% |
