Recognized by etf.com
A century ago, MFS redefined investing with the creation of the first US open-ended mutual fund. By providing everyday investors access to professional oversight, diversified portfolios, transparency and fair pricing, we helped lay the groundwork for modern day investing.
That pioneering spirit lives on today. In 2024, we introduced our suite of actively managed ETFs-continuing our legacy of innovation as another way to help expand investor options in pursuing their long-term goals.
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Benefits of ETFs
The benefit of choice
For 100 years, MFS has provided investment vehicle choice so end investors could choose the vehicle that best suited their needs. That's why we've added ETFs to our vehicle line up — to provide more choice and help investors benefit from the potential advantages of ETFs.
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How ETFs work
ETF liquidity, myths and vehicle features
A deep understanding of ETFs and the features of common investment vehicles, including ETFs, can help you determine which vehicle may be the best fit for your portfolio.
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MFS Active ETFs
MFS Active ETFs
Our ETF lineup reflects a century of active management, and our focus on putting clients and investors first. These ETFs are based on some of our most popular mutual funds, and the same time-tested approaches that fueled their results fuel our ETFs. All with the goal of helping investors pursue their goals.
MFS ETFs Ticker Benchmark US Equity MFS® Active Value ETF Russell 1000® Value Index
MFS® Active Growth ETF Russell 1000® Growth Index
MFS® Active Mid Cap ETF Russell Midcap® Index
MFS® Blended Research Core Equity ETF S&P 500 Index
International Equity MFS® Active International ETF MSCI All Country World Index (ACWI) ex-US Index
MFS® Blended Research International Equity ETF MSCI All Country World Index (ACWI) ex-US Index
Fixed Income MFS® Active Core Plus Bond ETF Bloomberg US Aggregate Bond Index
MFS® Active Intermediate Muni Bond ETF Bloomberg Municipal 1–15 Year Index
Exchange-Traded Funds (ETFs) trade like stocks, are subject to investment risk and will fluctuate in market value. Shares of ETFs are bought and sold at market price, not NAV, and are not individually redeemed from the fund. The market price at the time of sale may be higher or lower than the fund’s NAV, and any applicable brokerage commissions will reduce returns. There can be no guarantee that an active market for the funds will develop or be maintained.
Before investing, consider the fund's investment objectives, risks, charges and expenses. For a prospectus or summary prospectus containing this and other information, contact MFS or view online at mfs.com. Please read it carefully.
MFS registered investment products are offered through MFS® Fund Distributors, Inc., Member SIPC, 111 Huntington Avenue, Boston, MA 02199.
1etf.com Award winners were selected in a three-part process designed to leverage the insights and opinions of leaders throughout the ETF industry.
Step 1: The awards process began with open nominations, which commenced on December 2, 2024 and closed on January 10, 2025. Interested parties were invited to submit nominations via the publicly available submission form. Self-nominations were accepted. A single fund/issuer could be nominated for multiple awards as long as it met the criteria of the category. All entries related to funds were strictly for U.S.-listed ETFs.
Step 2: Following the open nominations process, the etf.com Awards Nominating Committee, made up of etf.com editorial staff, reviewed nominations. Nominations were screened for eligibility (appropriate timing and category). If more than five unique entries were received in the nomination process, the members of the Nominating Committee force-ranked their top five, resulting in a final slate for each category. Votes were resolved on a majority basis, and ties broken where possible with head-to-head runoff votes. If ties could not be broken, more than five finalists were allowed. The Nominating Committee completed this process and the short list of nominees was published on etf.com on January 30, 2025.
Step 3: Winners among the finalists were selected by a majority vote of the etf.com Award panel of judges, a group of independent ETF experts from the ETF industry. Judges recused themselves from voting in any category in which they or their firms appear as finalists. Ties were decided where possible with head-to-head runoff votes. Voting was complete by March 1, 2025. Results were kept confidential until they are announced at the etf.com Awards ceremony on April 23, 2025 and published on etf.com following the live event.
The benefit of choice
For 100 years, MFS has provided investment vehicle choice so end investors could choose the vehicle that best suited their needs. That's why we've added ETFs to our vehicle line up — to provide more choice and help investors benefit from the potential advantages of ETFs.
ETF liquidity, myths and vehicle features
A deep understanding of ETFs and the features of common investment vehicles, including ETFs, can help you determine which vehicle may be the best fit for your portfolio.
MFS Active ETFs
Our ETF lineup reflects a century of active management, and our focus on putting clients and investors first. These ETFs are based on some of our most popular mutual funds, and the same time-tested approaches that fueled their results fuel our ETFs. All with the goal of helping investors pursue their goals.
| MFS ETFs | Ticker | Benchmark |
| US Equity | ||
|---|---|---|
| MFS® Active Value ETF | Russell 1000® Value Index |
|
| MFS® Active Growth ETF | Russell 1000® Growth Index |
|
| MFS® Active Mid Cap ETF | Russell Midcap® Index |
|
| MFS® Blended Research Core Equity ETF | S&P 500 Index |
|
| International Equity | ||
| MFS® Active International ETF | MSCI All Country World Index (ACWI) ex-US Index |
|
| MFS® Blended Research International Equity ETF | MSCI All Country World Index (ACWI) ex-US Index |
|
| Fixed Income | ||
| MFS® Active Core Plus Bond ETF | Bloomberg US Aggregate Bond Index |
|
| MFS® Active Intermediate Muni Bond ETF | Bloomberg Municipal 1–15 Year Index |
|
Exchange-Traded Funds (ETFs) trade like stocks, are subject to investment risk and will fluctuate in market value. Shares of ETFs are bought and sold at market price, not NAV, and are not individually redeemed from the fund. The market price at the time of sale may be higher or lower than the fund’s NAV, and any applicable brokerage commissions will reduce returns. There can be no guarantee that an active market for the funds will develop or be maintained.
Before investing, consider the fund's investment objectives, risks, charges and expenses. For a prospectus or summary prospectus containing this and other information, contact MFS or view online at mfs.com. Please read it carefully.
MFS registered investment products are offered through MFS® Fund Distributors, Inc., Member SIPC, 111 Huntington Avenue, Boston, MA 02199.
1etf.com Award winners were selected in a three-part process designed to leverage the insights and opinions of leaders throughout the ETF industry.
Step 1: The awards process began with open nominations, which commenced on December 2, 2024 and closed on January 10, 2025. Interested parties were invited to submit nominations via the publicly available submission form. Self-nominations were accepted. A single fund/issuer could be nominated for multiple awards as long as it met the criteria of the category. All entries related to funds were strictly for U.S.-listed ETFs.
Step 2: Following the open nominations process, the etf.com Awards Nominating Committee, made up of etf.com editorial staff, reviewed nominations. Nominations were screened for eligibility (appropriate timing and category). If more than five unique entries were received in the nomination process, the members of the Nominating Committee force-ranked their top five, resulting in a final slate for each category. Votes were resolved on a majority basis, and ties broken where possible with head-to-head runoff votes. If ties could not be broken, more than five finalists were allowed. The Nominating Committee completed this process and the short list of nominees was published on etf.com on January 30, 2025.
Step 3: Winners among the finalists were selected by a majority vote of the etf.com Award panel of judges, a group of independent ETF experts from the ETF industry. Judges recused themselves from voting in any category in which they or their firms appear as finalists. Ties were decided where possible with head-to-head runoff votes. Voting was complete by March 1, 2025. Results were kept confidential until they are announced at the etf.com Awards ceremony on April 23, 2025 and published on etf.com following the live event.