About MFS

An enduring purpose since 1924.

Focused on Our Clients for Over a Century

MFS, a global active management firm, has over a century of experience investing in the markets. Creating long-term value responsibly for investors since 1924, MFS established the first US open-end mutual fund, which made the markets accessible for millions of everyday investors. Today, MFS serves financial advisors, intermediaries, and institutions worldwide, continuing to put the long-term interests of our clients and end investors at the heart of every decision we make.

2100+

EMPLOYEES WORLDWIDE

23

OFFICES

19

COUNTRIES WHERE WE WORK

102

YEARS OF OPERATION

$618.7B*

ASSETS UNDER MANAGEMENT

*as of September 30, 2026

   

Creating Long-Term Value Responsibly

As active managers, we embrace our role to be stewards of capital: managing assets with care, responsibility, and a clear understanding of what we own on behalf of our clients. Our robust global investment platform is based on collaborative information sharing, active risk management, and long-term discipline to uncover what we believe are the best opportunities in the public markets.

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Collective Expertise

Teams of diverse thinkers who actively debate ideas within a culture of shared values and collaboration

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Risk Management

The potential to recognize material risks and opportunities while managing long-term performance for clients

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Long-Term Discipline

Conviction over longer time horizons to broaden opportunities and performance incentives aligned with client outcomes

Investment Capabilities

For over 100 years, MFS has delivered actively managed investment solutions designed with a long-term focus. We’re proud to serve a diverse range of clients with the vehicles, expertise, and dedicated services to meet their specific needs and objectives.
 

Who we serve

Institutional

Customized investment solutions and dedicated services for corporations, endowments, foundations, public plans, and more.

Investment Vehicles

  • • Separately managed accounts
  • • Collective investment trusts
  • • Open-end mutual funds
  • • Exchange-traded funds

Retail

Working with trusted intermediaries — financial advisors, banks, insurance companies, and RIAs — to deliver investment solutions to individual investors.

Investment Vehicles

  • • Open-end mutual funds
  • • Exchange-traded funds
  • • Separately managed accounts
  • • Variable insurance trusts

Our History

Always Active and Future-Focused
Transcript

Building Brighter Futures Since 1924

MFS has been driving progress in active investment management ever since the firm launched the first US mutual fund in 1924.

For more than a century, we’ve expanded our global research capabilities, market presence, and solutions to help our clients invest through change and complexity to build long-term value.

 

Learn More About MFS

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