BRSM ETF

BRSM ETF
$25.43
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Fund Essentials - as of Sep 4, 2026

Net Assets
$27M
Expense Ratio
0.38%
Dividend Yield (Current)
-
Holdings
0
Inception Date
Jun 4, 2026
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

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Top Holdings

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TickerNameWeight
0RMV:LNTechnipfmc Plc Ordinary Shares1.16%
ROKURoku, Inc1.07%
ARMKAramark Holdings1.04%
BOXBox Inc - Class A1.04%
LNCLincoln National Corp.1.01%
Top 10 Concentration: 10.15%Report Date: Sep 4, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

BRSM ETF Overview

BRSM ETF (MFS Blended Research Small-Mid Cap ETF) is managed by MFS Investment Management with $27.2M in net assets. BRSM expense ratio is 0.38%, sectors including Information Technology, Financials, Industrials. Inception date: 2026-06-04.

BRSM performance shows data across multiple time periods..

BRSM top holdings include Technipfmc Plc Ordinary Shares (1.2%), Roku, Inc (1.1%), Aramark Holdings (1.0%), Box Inc - Class A (1.0%), Lincoln National Corp. (1.0%). Go to all BRSM holdings, BRSM sectors, or BRSM dividends.

BRSM can be compared against other funds. Use BRSM overlap to find shared positions, or BRSM vs another fund for a side-by-side view. BRSM alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-2.50%
YTD
N/A
1 Year
N/A
3 Year
N/A

Top 10 Holdings (10.2% of portfolio)

#TickerNameSectorWeight
10RMV:LNTechnipfmc Plc Ordinary SharesEnergy1.16%
2ROKURoku, IncInformation Technology1.07%
3ARMKAramark HoldingsIndustrials1.04%
4BOXBox Inc - Class AInformation Technology1.04%
5LNCLincoln National Corp.Financials1.01%
6EGEverest Group Ltd Common StockFinancials0.99%
7BPOPPopular IncFinancials0.98%
8BILLBill.Com Holdings, Inc. Common StockInformation Technology0.97%
9UHSUniversal Health Services Inc.Health Care0.97%
10AGCOAGCO CorporationIndustrials0.92%