BRSM - ETF AI Analysis
Top Page
MFS Blended Research Small-Mid Cap ETF (BRSM)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Lead Holding
The largest position, SanDisk, has shown strong year-to-date gains, giving the fund a helpful performance boost.
Broad Sector Mix
Holdings spread across industrials, technology, financials, health care, and other sectors help reduce the impact of weakness in any single industry.
Moderate Expense Ratio
The fund’s fee is reasonable for an actively managed small- and mid-cap strategy, allowing investors to keep more of their returns compared with higher-cost funds.
Negative Factors
Small Asset Base
The fund manages a relatively low level of assets, which can sometimes lead to higher trading spreads and a greater risk of closure if it does not grow.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. market.
Mixed Top-Holding Performance
Aside from the strongest name, most other top holdings have shown only modest gains so far this year, which may limit the fund’s overall momentum.
BRSM vs. SPDR S&P 500 ETF (SPY)
AUM26.49M
RegionNorth America
Expense Ratio0.38%
Beta0.04
IssuerMFS
Inception DateJun 04, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,349
30 Day Avg. Volume31,090
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
30.06Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering311
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BRSM Summary
The MFS Blended Research Small-Mid Cap ETF (BRSM) is an actively managed fund that focuses on smaller and mid-sized U.S. companies outside the biggest stock indexes. It doesn’t track a set index, but instead picks a wide mix of businesses across many sectors, including technology, industrials, and finance. Well-known holdings include Roku and Okta. Investors might consider BRSM if they want long-term growth and to diversify beyond large, well-known companies. However, because it invests in smaller firms, its price can be more volatile and can go up and down more 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 industrials, financials, and tech quietly steering the ship. TechnipFMC and ARAMARK have been rising, giving the fund a helpful tailwind, while Roku’s mixed pattern—strong longer-term momentum but choppy near-term trading—adds some drama. Financials like Popular and Cathay General Bancorp look steady to upbeat, supporting the fund’s core. On the downside, Talen Energy is dragging performance, and Lincoln National and Universal Health have been more of a wobble than a boost, reminding investors that small- and mid-cap exposure comes with bumps.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ARAMARK Holdings | 1.08% | $285.62K | $14.98B | 34.08% | 68 Neutral | |
| Lincoln National | 1.05% | $277.45K | $8.73B | 23.70% | 71 Outperform | |
| Popular | 1.03% | $273.20K | $11.19B | 54.79% | 77 Outperform | |
| TechnipFMC | 1.03% | $272.17K | $28.10B | 102.89% | 80 Outperform | |
| Roku | 1.03% | $271.61K | $21.51B | 81.31% | 65 Neutral | |
| Everest Group | 1.00% | $264.63K | $14.81B | 12.92% | 64 Neutral | |
| Universal Health | 0.96% | $253.43K | $10.19B | 3.35% | 74 Outperform | |
| Box | 0.94% | $248.78K | $4.37B | -0.13% | 65 Neutral | |
| Cathay General Bancorp | 0.91% | $242.35K | $4.24B | 40.95% | 72 Outperform | |
| UMB Financial | 0.91% | $242.13K | $11.07B | 34.45% | 77 Outperform |
BRSM Technical Analysis
Negative
―
Price Trends
Market Momentum
0.03
Positive
50.35
Neutral
29.17
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BRSM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 25.53, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.03 indicates Positive momentum. The RSI at 50.35 is Neutral, neither overbought nor oversold. The STOCH value of 29.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BRSM.
BRSM Peer Comparison
Comparison Results
Performance Comparison
BRSM
MFS Blended Research Small-Mid Cap ETF
25.36
0.97
3.98%
OASC
OneAscent Small Cap Core ETF
―
―
―
SMOX
Horizon Small/Mid Cap Core Equity ETF
―
―
―
HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
―
―
―
MYLD
Cambria Micro and SmallCap Shareholder Yield ETF
―
―
―
BCSM
Baron SMID Cap ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
Table of Contents