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Portfolio Insights

Seven Principles of Portfolio Resilience
 

Portfolio resilience involves building a portfolio that may help navigate risk events and compound returns in alignment with investors’ long-term objectives.  Read seven principles.

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.

  • Multi-Asset Insights





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