Fixed Income
Through integrated and collaborative global research, we choose return streams and risks intentionally, creating fixed income strategies that pursue better long-term value.
Highlights of MFS' fixed income capabilities and offerings suitable for institutional investors.
Core / Aggregate
Global
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Aggregate Core | Bloomberg Global Aggregate | USD |
| Aggregate Core Plus | Bloomberg Global Aggregate (Unhedged) | USD |
| Aggregate Opportunistic | Bloomberg Global Aggregate (Hedged) | USD GBP |
US
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Core | Bloomberg US Aggregate | USD |
| Core Plus | Bloomberg US Aggregate | USD |
| Limited Maturity | Bloomberg 1-3 Year US Government/Credit Bond Index | USD |
| Opportunistic | Bloomberg US Aggregate | USD |
Corporate
Global
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Credit |
Bloomberg Global Aggregate Credit |
USD GBP |
| Euro Credit | Bloomberg Euro Aggregate Credit | EUR |
| High Yield |
BoA Merrill Lynch Global High Yield Constrained (US Hedged) |
USD |
| Inflation Adjusted |
Bloomberg World Government Inflation |
USD |
| Investment Grade Credit |
Bloomberg Global Aggregate Credit |
USD |
US
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Core High Yield |
Bloomberg US High Yield Corporate Bond 2% Capped Index |
USD |
| Credit |
Bloomberg US Credit Bond |
USD |
| Investment Grade Credit |
Bloomberg US Credit Bond |
USD |
| Long Duration Credit |
Bloomberg US Long Credit Bond | USD |
Emerging Markets
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Emerging Markets Corporate Debt | JP Morgan CEMBI Broad Diversified | USD |
| Emerging Markets Debt Diversified |
JP Morgan EMBI Global Diversified | USD |
| Emerging Markets Debt Opportunities | JP Morgan JEMB Equal-weighted | USD |
| Emerging Markets Local Currency Debt |
JP Morgan GBI EM Global Diversified |
USD |
Government / Municipal
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Government | Bloomberg US Government Mortgage Bond | USD |
| Municipal High Yield | Bloomberg Municipal HY Bond | USD |
| Municipal Plus | Bloomberg Municipal Bond | USD |
| Municipal Short-Intermediate | Bloomberg Municipal Bond | USD |
| Sovereign | JP Morgan Global Government Bond | USD |
| Taxable Municipal | Bloomberg Taxable Municipal | USD EUR |
| US Inflation Adjusted FI | Bloomberg US Treasury Inflation Protected Securities | USD |