Collateral

Investment Strategies

MFS offers client-focused investment strategies across all major asset classes. We look at investment opportunities across the globe by integrating fundamental equity, quantitative and credit disciplines in our analysis.

View Our Global Capabilities

Fixed Income

Through integrated and collaborative global research, we choose return streams and risks intentionally, creating fixed income strategies that pursue better long-term value.

Highlights of MFS' fixed income capabilities and offerings suitable for institutional investors. Find out more

Core / Aggregate

Global

STRATEGY BENCHMARK STRATEGY FACT SHEET(S) MUTUAL FUND FACT SHEET MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES)
Aggregate Core Bloomberg Global Aggregate USD Core Bond Fund -
Aggregate Core Plus Bloomberg Global Aggregate (Unhedged) USD Total Return Bond Fund -
Aggregate Opportunistic Bloomberg Global Aggregate (Hedged) USD GBP - -

US

STRATEGY BENCHMARK STRATEGY FACT SHEET(S) MUTUAL FUND FACT SHEET MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES)
Core Bloomberg US Aggregate USD - -
Core Plus Bloomberg US Aggregate USD - -
Limited Maturity Bloomberg 1-3 Year US Government/Credit Bond Index USD - -
Opportunistic Bloomberg US Aggregate USD - -

Corporate

Global

STRATEGY BENCHMARK STRATEGY FACT SHEET(S) MUTUAL FUND FACT SHEET MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES)
Credit
Bloomberg Global Aggregate Credit
USD GBP - -
High Yield
BoA Merrill Lynch Global High Yield Constrained (US Hedged)
USD Global High Yield -
Inflation Adjusted
Bloomberg World Government Inflation
USD - -
Investment Grade Credit
Barclays Global Aggregate Credit
USD - -

US

STRATEGY BENCHMARK STRATEGY FACT SHEET(S) MUTUAL FUND FACT SHEET MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES)
Core High Yield
Bloomberg US High Yield Corporate Bond 2% Capped Index
USD High Income Fund -
Credit
Bloomberg US Credit Bond
USD Corporate Bond Fund -
Investment Grade Credit
Bloomberg US Credit Bond
USD - -
Long Duration Credit
Bloomberg US Long Credit Bond USD - -

Emerging Markets

STRATEGY BENCHMARK STRATEGY FACT SHEET(S) MUTUAL FUND FACT SHEET MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES)
EM Corporate Debt JP Morgan CEMBI Broad Diversified USD - -
Emerging Markets Debt Diversified
JP Morgan EMBI Global Diversified USD Emerging Markets Debt Fund -
EMD Opportunities JP Morgan JEMB Equal-weighted USD - -
Emerging Markets Local Currency Debt
JP Morgan GBI EM Global Diversified
USD Emerging Markets Debt Local Currency -

Government / Municipal

STRATEGY BENCHMARK STRATEGY FACT SHEET(S) MUTUAL FUND FACT SHEET MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES)
Government Bloomberg US Government Mortgage Bond USD
Government Securities -
Municipal High Yield Bloomberg Municipal HY Bond USD
Municipal High Income -
Municipal Plus Bloomberg Municipal Bond USD
Municipal Income -
Municipal Short-Intermediate Bloomberg Municipal Bond USD
Municipal Limited Maturity -
Sovereign Citigroup World Government Bond USD
- -
Taxable Municipal Bloomberg Taxable Municipal USD EUR
- -
US Inflation Adjusted FI Bloomberg US Treasury Inflation Protected Securities USD
Inflation-Adjusted Bond -
close video