How We Invest
In 1924, MFS launched the first open-ended mutual fund in the US, and in 1970 we launched our first balanced fund. Today, we offer three ways to invest in asset allocation strategies: strategic allocation, tactical allocation and target date.
MFS use a three-step process to build multi-asset funds. First, we allocate assets across major asset classes to help optimize risk-adjusted returns. Second, we diversify within each asset class to take advantage of different investment styles and market sectors. And finally, we rebalance our multi-asset strategies periodically to ensure desired allocations and risk tolerance objectives are met.
-
Multi-Asset Insights
- Investment Professional
- Insights
- Multi-Asset
Multi-Asset Insights
Multi-asset analysis, commentary, and asset class positioning from across MFS
Multi-Asset Insight | READJuly 23, 2024The Other Side of Market Concentration Peaks
This paper covers the growing interest surrounding global pockets of market concentration. It examines the extreme concentration in the market and explores topics such as the historical view of market concentration and what follows periods of extreme concentration.
-
Market Pulse
Market Pulse
Timely insights into the market dynamics on your mind today
Market Pulse | ReadMarch 6, 2025Market Pulse
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
-
Market Insights
Market Insights
Market and macroecnomic news and analysis, including timely insights and commentaries on topics and trends affecting investors
Market Insight | WatchMarch 26, 2025A Playbook for Navigating Uncertainty: Uncovering Risks and Opportunities in Volatile Markets | Transcript
Kim Hyland and Rob Almeida discuss navigating economic uncertainties such as tariffs and market transitions. They explore how understanding both individual company dynamics and overall market changes can help in identifying investment opportunities and managing risks during volatile periods.Market Insight | ReadJanuary 1, 20252025 - Six Key Themes
Forward-looking snapshot of what we believe will be relevant and may influence the markets and economy.
Market Insight | WatchDecember 4, 2024Introducing MFS Active ETFs: Choice for Our Clients | Transcript
Dave Connelly, Head of Global Product, announces the launch of five MFS® Active ETFs, an exciting step in our 100-year journey to deliver long-term value to our clients. -
Related Funds
- Investment Professional
- Insights
- Multi-Asset
Multi-Asset Insights
Multi-asset analysis, commentary, and asset class positioning from across MFS
The Other Side of Market Concentration Peaks
This paper covers the growing interest surrounding global pockets of market concentration. It examines the extreme concentration in the market and explores topics such as the historical view of market concentration and what follows periods of extreme concentration.
Market Pulse
Timely insights into the market dynamics on your mind today
Market Pulse
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
Market Insights
Market and macroecnomic news and analysis, including timely insights and commentaries on topics and trends affecting investors
A Playbook for Navigating Uncertainty: Uncovering Risks and Opportunities in Volatile Markets | Transcript
2025 - Six Key Themes
Forward-looking snapshot of what we believe will be relevant and may influence the markets and economy.