MFS Blended Research Emerging Markets Equity ETF (BREE)

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BREE invests primarily in equities of companies tied economically to emerging market countries across regions such as Asia, Latin America, Eastern Europe, the Middle East, and Africa. The portfolio blends fundamental and quantitative research in an effort to identify companies with attractive growth and valuation characteristics. Fundamental analysis evaluates company-specific factors such as business quality and financial strength, while quantitative models assess attributes including valuation, momentum, and risk characteristics. These inputs are combined into a blended rating used in portfolio construction, which also considers factors such as sector exposure, market capitalization, volatility, and diversification relative to the broader emerging markets universe. The resulting portfolio aims to maintain characteristics broadly similar to the emerging markets equity market while allowing for active positioning based on the combined research framework.