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.
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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.
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Market Pulse
Market Pulse
Timely insights into the market dynamics on your mind today
Market Pulse | READSeptember 5, 2024Market 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.
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Market Insights
Market Insights
Market and macroecnomic news and analysis, including timely insights and commentaries on topics and trends affecting investors
Market Insight | READSeptember 23, 2024Cash Crash: Yield Before Your Clients Face a Possible Collision
With the recent US Federal Reserve rate cut, cash could suddenly become a risky investment as yields may crash.
Market Insight | READSeptember 13, 2024US Election Perspectives 2024
While we feel it’s important for investors to familiarize themselves with the policy proposals of the major party candidates, historically, electoral outcomes haven’t had major lasting impacts on market performance.
Market Insight | READAugust 1, 2024MFS Digest: August 2024
The MFS Digest summarizes key market themes and topics affecting investors and features related thought leadership from across MFS.
Market Insight | READMay 31, 2024Lessons Learned from 100 Years of Investing
With 100 years of investing experience, MFS has the unique ability to provide insight into the lessons we have learned that can help our clients meet their investment objectives.
Market Insight | READMarch 28, 2024GLP-1s Weigh on the Market
We provide a high-level overview of recent developments in the weight loss drug category and explore how they may impact other industries. These highly effective drugs were born out of research to treat diabetes but have additional benefits.
Market Insight | READJanuary 5, 20242024 6 Key Themes
Forward-looking snapshot of what we believe will be relevant and may influence the markets and economy.
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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
Cash Crash: Yield Before Your Clients Face a Possible Collision
With the recent US Federal Reserve rate cut, cash could suddenly become a risky investment as yields may crash.
US Election Perspectives 2024
While we feel it’s important for investors to familiarize themselves with the policy proposals of the major party candidates, historically, electoral outcomes haven’t had major lasting impacts on market performance.
MFS Digest: August 2024
The MFS Digest summarizes key market themes and topics affecting investors and features related thought leadership from across MFS.
Lessons Learned from 100 Years of Investing
With 100 years of investing experience, MFS has the unique ability to provide insight into the lessons we have learned that can help our clients meet their investment objectives.
GLP-1s Weigh on the Market
We provide a high-level overview of recent developments in the weight loss drug category and explore how they may impact other industries. These highly effective drugs were born out of research to treat diabetes but have additional benefits.
2024 6 Key Themes
Forward-looking snapshot of what we believe will be relevant and may influence the markets and economy.