BREE)

MFS launched the firm’s ninth actively managed ETF today as MFS Blended Research Emerging Markets Equity ETF (NYSE: BREE) began trading.

“Since entering the active ETF market over a year ago, we are excited to continue building out our line of actively managed ETFs to meet increasing client demand. We first launched five active ETFs in late 2024 and added three more in 2025. This new ETF — our third in the Blended Research style — harnesses insights from both our fundamental and quantitative research teams, demonstrating the breadth and depth of our Global Investment Platform,” said Emily Dupre, National Sales Manager for MFS.

Blending fundamental and quantitative research to build a well-diversified portfolio, BREE invests globally in stocks domiciled in emerging markets. Its goal is to outperform the MSCI Emerging Markets Index, with a targeted tracking error of approximately two percent over a full market cycle. BREE is actively managed and uses a disciplined, bottom-up stock selection and portfolio construction process.

BREE is managed by members of MFS’ Quantitative Solutions group. Jed Stocks serves as the lead portfolio manager and is supported by a team of five highly experienced investment professionals, each with decades of expertise in quantitative investing — Nathan Bryant, James Fallon, Matthew Krummell, Jonathan Sage and Jenney Zhang. The portfolio management team draws on the collective expertise of MFS’ more than 300-person-strong Global Investment Platform.

“We are pleased by the strong reception MFS’ active ETFs have received, with assets under management surpassing $1.7 billion to date across the existing eight ETFs. The addition of BREE continues our strategy of bringing broad access to large investable areas of the market to investors through our ETF line,” added Dupre.

MFS began managing quantitatively-driven strategies in 2001 and now oversees approximately $25.9 billion across its Blended Research strategies. For US-based investors, this now includes three actively managed ETFs — US core equity, international core equity and emerging markets equity — as well as five domestic and two non-US equity mutual fund strategies: US core, international core, emerging markets, growth, value, mid cap and small-cap.

More information about MFS’ active ETFs can be found on MFS.com.

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 January 31, 2026, MFS manages US$661.8 billion in assets on behalf of individual and institutional investors worldwide. Please visit mfs.com for more information.

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MFS Blended Research Emerging Markets Equity ETF at the time of publication of the news with a raise of 0,00 % to 23,36USD on NYSE Arca stock exchange (05. März 2026, 16:25 Uhr).