MFS Blended Research Small-Mid Cap ETF
BRSM - ETF AI Analysis
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MFS Blended Research Small-Mid Cap ETF (BRSM)
BRSM, the MFS Blended Research Small-Mid Cap ETF, earns a solid overall rating, supported by strong contributors like Okta, XP, Popular, and Bill.com, which bring financial stability, attractive valuations, and positive growth momentum, especially around AI and strategic initiatives. The rating is held back somewhat by weaker names such as Talen Energy and Everest Group, where financial performance challenges, high valuation concerns, and technical weakness add risk. A key risk factor for the fund is its exposure to several companies with profitability and cash flow issues, which could increase volatility if market conditions worsen.
BRSM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 27.70M
- Region
- North America
- Expense Ratio
- 0.38%
- Beta
- 0.59
- Issuer
- MFS
- Inception Date
- Jun 04, 2026
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
BRSM Summary
MFS Blended Research Small-Mid Cap ETF (BRSM) is an actively managed fund that focuses on smaller and mid-sized U.S. companies that sit outside the biggest stock indexes. It spreads investments across many sectors, including technology, health care, and financials, and holds well-known names like Roku and Okta. Investors might consider BRSM to add diversification and potential long-term growth from up-and-coming businesses that may grow faster than large, established firms. However, because it invests in smaller companies, the share price can be more volatile and may go up and down more sharply than the overall market.
How much will it cost me?
This ETF has an expense ratio of 0.38%, which means you’ll pay about $3.80 per year for every $1,000 you invest. That’s a bit higher than the average stock ETF because it’s actively managed, with professionals researching and selecting small- and mid-cap companies rather than just tracking an index.
What would affect this ETF?
This ETF could benefit if the U.S. economy stays healthy, as small- and mid-sized companies in areas like industrials, technology, and financials often grow faster when business investment, digital transformation, and consumer spending are strong, helping holdings such as SanDisk, Okta, and Roku. On the other hand, rising interest rates, an economic slowdown, or tighter regulations on tech and financial firms could hurt smaller companies more than large ones, increasing volatility and weighing on this fund’s performance.
BRSM Top 10 Holdings
BRSM leans into U.S. small- and mid-cap names with a tilt toward industrials, tech, and financials, and its story is a mix of rising stars and a few laggards. Box and Bill.com are helping on the tech side, with momentum driven by cloud and AI themes, though Bill.com’s weak profitability keeps it from fully pulling its weight. Financials like Cathay General Bancorp and Popular are steady contributors, while Lincoln National is losing steam and holding back results. Simpson Manufacturing and Ryman add industrial and real estate strength, rounding out a broadly diversified, U.S.-focused lineup.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 BOX | Box | 1.29% | $348.60K | $5.84B | 33.18% | 65Neutral |
 EG | Everest Group | 1.12% | $301.34K | $15.64B | 28.52% | 64Neutral |
 BILL | Bill.com Holdings | 1.08% | $290.19K | $4.62B | 13.88% | 74Outperform |
 ARMK | ARAMARK Holdings | 1.01% | $272.21K | $14.29B | 44.20% | 68Neutral |
 SSD | Simpson Manufacturing Co | 0.97% | $260.88K | $8.17B | 19.23% | 74Outperform |
 UHS | Universal Health | 0.96% | $259.62K | $11.26B | -12.23% | 74Outperform |
 SJM | JM Smucker | 0.96% | $257.84K | $14.27B | 24.62% | 49Neutral |
 CATY | Cathay General Bancorp | 0.95% | $256.43K | $4.31B | 38.45% | 72Outperform |
 RHP | Ryman | 0.95% | $255.91K | $9.56B | 46.07% | 66Neutral |
 BPOP | Popular | 0.94% | $253.56K | $9.93B | 37.88% | 77Outperform |
BRSM Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BRSM, the sentiment is Positive. The current price of 25.56 is above the 20-day moving average (MA) of 25.28, above the 50-day MA of 25.29, and compared to the 200-day MA of , indicating a neutral trend. The MACD of 0.05 indicates Negative momentum. The RSI at 53.58 is Neutral, neither overbought nor oversold. The STOCH value of 52.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BRSM.
BRSM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| BRSM | $25.56 | $27.00(5.62% Upside) | $27.70M | 0.38% | 66Neutral |
 OASC | $33.79 | $40.21(19.00% Upside) | $100.47M | 0.69% | 68Neutral |
 POMG | $27.56 | $33.56(21.76% Upside) | $71.12M | 0.68% | 66Neutral |
 MYLD | $33.28 | $37.30(12.09% Upside) | $53.36M | 0.62% | 68Neutral |
 BCSM | $24.94 | $30.44(22.05% Upside) | $37.68M | 0.75% | 58Neutral |
 IVSS | $30.42 | $36.15(18.81% Upside) | $29.82M | 0.59% | 68Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BRSM | MFS Blended Research Small-Mid Cap ETF | 25.56 | 0.52 | 2.10% | |
| OASC | OneAscent Small Cap Core ETF | 33.79 | 5.12 | 17.84% | |
| POMG | PRIMECAP Odyssey Discovery ETF | 27.56 | 2.04 | 7.99% | |
| MYLD | Cambria Micro and SmallCap Shareholder Yield ETF | 33.28 | 8.21 | 32.75% | |
| BCSM | Baron SMID Cap ETF | 24.94 | 0.64 | 2.64% | |
| IVSS | Applied Finance IVS US SMID ETF | 30.42 | 5.20 | 20.64% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.