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    Asset Management
Mfs Active Exchange Traded Funds Trust

Mfs Active Exchange Traded Funds Trust

MFSV
Mfs Active Exchange Traded Funds TrustUS flagNew York Stock Exchange
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ROIC.AI

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Business
MFS Active Exchange Traded Funds Trust is an open-end management investment company that offers actively managed exchange-traded funds to individual and institutional investors. The Trust’s principal products comprise the MFS Active Core Plus Bond ETF, providing diversified exposure to investment-grade and other fixed-income securities; MFS Active Growth ETF, investing primarily in growth-oriented equities; MFS Active International ETF, investing in non-U.S. equity securities; MFS Active Intermediate Muni Bond ETF, investing in intermediate-term municipal bonds; MFS Active Value ETF (NYSE: MFSV), an actively managed portfolio of U.S. and non-U.S. value-oriented equities across market capitalizations selected through bottom-up fundamental research; MFS Active Mid Cap ETF, focused on mid-capitalization equities; MFS Blended Research Core Equity ETF, providing actively managed core U.S. equity exposure; and MFS Blended Research International Equity ETF, providing actively managed international equity exposure. The Trust’s funds are distributed to investors through exchange-traded fund channels and are designed to provide equity, fixed-income, municipal-bond and international-market investment exposure. MFS Active Value ETF, the Trust’s MFSV series, invests in value securities globally and may hold companies across sectors and capitalization ranges. The Trust is organized in Massachusetts and is headquartered at 111 Huntington Avenue, Boston, Massachusetts. Massachusetts Financial Services Company, doing business as MFS Investment Management, serves as investment adviser to the Trust’s funds; MFS Fund Distributors, Inc. acts as distributor, while affiliated MFS entities provide certain fund administration, shareholder servicing and related services. The Trust commenced its initial ETF investment operations on December 5, 2024, launching the Active Core Plus Bond, Active Growth, Active International, Active Intermediate Muni Bond and Active Value ETFs. Its subsequent product expansion included the September 2025 launch of the MFS Active Mid Cap ETF and the October 2025 launches of the MFS Blended Research Core Equity ETF and MFS Blended Research International Equity ETF, broadening the platform’s actively managed equity and fixed-income ETF lineup.