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- Upturn Summary
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Upturn AI Summary
MFS Blended Research Core Equity ETF(BRCE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BRCE
10/02/2026: BRCE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
BRCE provides active US large-cap equity exposure by leveraging the fundamental research of MFS Investment Management. It aims to generate capital appreciation, distinguishing itself from passive index funds through its blended research strategy. The fund is best suited for long-term investors who prioritize active management, though it carries higher expenses and active risk compared to low-cost passive alternatives. Investors should monitor the manager's ability to outperform the S&P 500 consistently and remain mindful of the concentration and general market risks inherent in an all-equity portfolio.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund focuses on selecting equities with attractive growth prospects through fundamental research. |
| Momentum investor | Mixed fit | Momentum suitability is conditional on the fund's current holdings aligning with positive sector trends. |
| Value investor | Mixed fit | The blended approach considers valuation, but is not exclusively a value-focused strategy. |
| Dividend/Income investor | Weak fit | The fund prioritizes capital appreciation over a high-yield income strategy. |
| Low-risk investor | Weak fit | As a 100% equity fund, it entails significant market risk and is not suitable for risk-averse portfolios. |
Investor Profile
Ideal Investor Profile
Investors seeking active US large-cap exposure with a preference for fundamental research over passive indexing.
Suitability
Best for long-term investors willing to pay a premium for active management; not ideal for day traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity markets naturally experience price swings that can affect short-term performance. |
| Market risk | High | The fund is directly exposed to broad market downturns. |
| Concentration | Medium | While diversified, active selection can lead to temporary sector biases. |
| Tracking/expense | Low | The expense ratio is transparent and typical for an actively managed product. |
| Liquidity | Low | The underlying large-cap holdings are highly liquid, minimizing execution risk. |
| Business/sector quality | Medium | The fund depends on the continued health of major US industries. |
Risk Analysis
Volatility
Historical volatility is generally in line with the broader US large-cap market.
Market Risk
The primary risk is systematic market decline, which affects all equity-based funds.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | US Large-Cap Stocks | 98 | This provides broad participation in the growth potential of major US corporations. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Maintains liquidity for daily operational needs and tactical adjustments. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 12.1% | Avg. Invested days 119 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 1, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $38.78M |
| Issuer | MFS |
| Inception | Oct 22, 2025 |
Performance
| Period | Total Return |
|---|---|
| YTD | +18.25% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 0% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 43.01% |
| Large Cap | 36.79% |
| Mid Cap | 17.58% |
| Small Cap | 3.61% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 39.57% |
| Financial Services | 12.18% |
| Healthcare | 9.86% |
| Industrials | 9.09% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 17.93x |
| Portfolio P/B | 4.73x |
| Portfolio P/S | 2.93x |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 9.63% |
| Apple | 7.26% |
| Microsoft | 5.04% |
| Amazon | 3.90% |
| Alphabet Class A | 3.11% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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