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Over 90 and Still Active

We have nearly a century of active management experience, and our results and investment expertise reflect an unwavering commitment to finding the best, most durable investment opportunities for our clients in the years ahead.

2016

Barron's names MFS among the "Best Mutual Fund Families", based on its active risk management approach and investment results, for the eighth consecutive year.

2013

MFS expands its corporate citizenship program globally, organizing it around the key pillars of Health, Education, Self-Sufficiency and Civic Engagement.

2013

MFS is named Best Specialist Equity Fund House by Morningstar UK, and is presented with the inaugural Equity Fund House award by Morningstar Hong Kong.

2012

MFS opens research offices in Hong Kong and São Paulo.

2012

For the third year in a row, MFS receives top honors in the Equity Asset Management Firm of the Year category in Financial News' Awards for Excellence in Institutional Asset Management.

2011

MFS is named top firm in the Overall Large Company category in the US Lipper Fund Awards.

2011

MFS opens a research office in Toronto.

2010

MFS is named 2010 Equity Manager of the Year by Global Pensions magazine.

2010

MFS becomes a signatory to the United Nations' Principles of Responsible Investing (UN PRI), integrating the review of ESG factors into its global investment research platform.

2008

MFS opens a research office in Sydney.

2004

MFS opens a research office in Mexico City.

2002

Forbes magazine lists Massachusetts Investors Trust (MIT) — and the birth of the mutual fund — as one of the 85 innovations that "changed the way we live."

1998

MFS opens a research office in Tokyo.

1997

MFS opens a research office in Singapore.

1996

Massachusetts Financial Services becomes MFS Investment Management®, and joins the Web at mfs.com.

1995

MFS extends its global footprint, opening its first overseas research office, in London.

1994

A separate subsidiary, known today as MFSI, is established to serve institutional clients.

1989

MFS Meridian® Funds is established as one of the first fund families for investors outside of the United States.

1986

MFS® Municipal Income Trust is the first closed-end, high-yield municipal bond fund traded on the New York Stock Exchange.

1982

MFS is purchased by Sun Life Financial of Canada.

1981

Massachusetts Financial International Trust-Bond Portfolio opens as America’s first globally diversified fixed-income fund.

1976

MFS® Managed Municipal Bond Trust opens as one of the nation’s first national municipal bond funds.

1972

The firm’s very first institutional client account is established.

1970

MFS establishes an Investment Counsel Division to serve its institutional clients.

1970

MFS establishes a Fixed Income Group and offers its first balanced fund, MFS® Total Return Fund.

1969

To broaden the firm’s scope of products and services, MIT is reorganized as Massachusetts Financial Services (MFS).

1959

Chairman Dwight Robinson appears on the cover of Time magazine, as MIT becomes the largest fund in the United States.

1940

MIT’s trustees play a critical role in drafting the Investment Company Act of 1940, which forms the backbone of financial regulation in America.

1933

While many funds close during the Great Depression, MIT’s conservative approach ensures that it is one of the few funds to actually increase its assets. MIT is also one of the first to register under the Securities Act of 1933.

1932

Merrill Griswold is named chairman of MIT and establishes one of the industry’s first in-house research departments.

1924

Massachusetts Investors Trust (MIT), America’s first mutual fund, is established in Boston, revolutionizing an industry and opening the door to investing for millions of Americans.

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