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.
Quantitative Solutions
Through disciplined, unbiased analysis, we bring breadth and efficiency to our multi-asset and blended research strategies to broaden opportunities while seeking to lower risks.
Global
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Blended Research - Global Equity Developed Markets | MSCI World Index | USD EUR | - | - |
| Blended Research - Global High Dividend Equity | MSCI ACWI High Dividend Yield | USD | - | - |
| Blended Research Global | MSCI All Country World | USD | - | - |
| Global Low Volatility | MSCI All Country World | USD CAD GBP |
Global Low Volatility | Global Low Volatility |
Regional
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Blended Research Emerging Markets | MSCI Emerging Markets | USD | Blended Research Emerging Markets Equity | Blended Research Emerging Markets Equity |
| Blended Research European |
MSCI Europe | EUR | - | - |
| Blended Research US Core | S&P 500 | USD | Blended Research Core Equity | Blended Research Core Equity |
| Blended Research US Large Cap Growth | Russell 1000 Growth | USD | Blended Research Growth Equity | Blended Research Growth Equity |
| Blended Research US Large Cap Value | Russell 1000 Value | USD | Blended Research Value Equity | Blended Research Value Equity |
| Blended Research US Small Cap | Russell 2000 | USD | Blended Research Small Cap Equity | Blended Research Small Cap Equity |
| Canadian Low Volatility | S&P/TSX Capped Composite | CAD | - | - |
| US Equity Income | S&P 500 | USD | Equity Income | Equity Income |
| US Low Volatility | S&P 500 | USD | Low Volatility Equity | Low Volatility Equity |
International
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Blended Research International | MSCI All Country World (ex-US) | USD | Blended Research International Equity | Blended Research International Equity |