The 2026 Russell Reconstitution: Major Shifts in Style Indices
How We Invest
In 1924, MFS launched the first open-end mutual fund in the US, and in 1932 we built one of the industry's first in-house research departments. Today, we have nearly a century of active management expertise and invest around the globe.
Our focus remains the same — fundamental research that strives to spot long-term opportunities and indentify risks. We would rather find good performance that lasts than great performance that doesn't.
Equity Insights
The 2026 Russell Reconstitution: Major Shifts in Style Indices
Factor Dynamics Through the Cycle
Building a Systematic Approach to Identify Stock Sell Signals
International Large-Cap Value: The Forgotten Asset Class
Investors seeking to capture the benefits of diversification may be well served by an allocation to international large cap value given its sector composition and the low correlation of the asset class to US equity markets.
Signal in Sync: Designing Quantitative Models to Align with Fundamental Timeframes
Market Pulse
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.