Global Market Pulse
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
Multi-Asset Insights
Multi-asset analysis, commentary, and asset class positioning from across MFS
Multi-Asset InsightHow are tariffs likely to impact the Prudent Capital Fund?
15 August 2025Since Liberation Day, this has been the most common question that we have received from clients. With more tariffs being proposed each week, we have inevitably spent a good deal of time thinking about how tariffs could potentially impact each name in the portfolio.Multi-Asset Insight5 Things About Prudent Investing
5 August 2025Prudent investing prioritizes preserving capital and achieving sustainable growth by being risk-aware, disciplined, and focused on asset selection and valuation. By learning from mistakes and seizing opportunities, advisors can help clients achieve long-term success responsibly.Multi-Asset InsightBeing Prudent Means Being Risk Aware Not Risk Averse
31 July 2025The Prudent Capital Fund focuses on disciplined, risk-aware investing, seeking durable business models and managing downside risk. By staying agile during market volatility, the team identifies opportunities in high-quality companies to drive long-term growth.
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Market Pulse
Market Pulse
Timely insights into the market dynamics on your mind today
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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 InsightTax Cuts and Investment Incentives: Highlights of the One Big Beautiful Bill
7 July 2025Highlights of the One Big Beautiful Bill (OBBBA)Market InsightRussell® 1000 Value Index Reclassification - June 2025
20 June 2025Overview of June 2025 anticipated changes to R1V IndexMarket InsightMoody’s Downgrades US Sovereign Debt Rating
19 May 2025Market insights on US credit rating downgrade
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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
How are tariffs likely to impact the Prudent Capital Fund?
5 Things About Prudent Investing
Being Prudent Means Being Risk Aware Not Risk Averse
Market Pulse
Timely insights into the market dynamics on your mind today
Market Insights
Market and macroecnomic news and analysis, including timely insights and commentaries on topics and trends affecting investors
Tax Cuts and Investment Incentives: Highlights of the One Big Beautiful Bill
Russell® 1000 Value Index Reclassification - June 2025
Moody’s Downgrades US Sovereign Debt Rating
Market insights on US credit rating downgrade