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) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Aggregate Core | Bloomberg Global Aggregate (Unhedged) | USD | - | - |
| Aggregate Core Plus | Bloomberg Global Aggregate (Unhedged) | USD | - | - |
| Aggregate Opportunistic | Bloomberg Global Aggregate (Hedged) | USD GBP | - | - |
US
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Core | Bloomberg US Aggregate | USD | Core Bond Fund | - |
| Core Plus | Bloomberg US Aggregate | USD | Total Return Bond Fund | - |
| 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) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Credit |
Bloomberg Global Aggregate Credit |
USD GBP | - | - |
| High Yield |
ICE BoA Global High Yield Constrained (USD Hedged) |
USD | Global High Yield | - |
| Inflation Adjusted |
Bloomberg World Government Inflation |
USD | - | - |
| Investment Grade Credit |
Bloomberg Global Aggregate Credit |
USD | - | - |
US
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Core High Yield |
Bloomberg US High Yield Corporate Bond 2% Capped Index |
USD | High Income Fund | - |
| Credit |
Bloomberg US Credit Bond |
USD | Corporate Bond Fund | - |
| 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) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| EM Corporate Debt | JP Morgan CEMBI Broad Diversified | USD | - | - |
| Emerging Markets Debt Diversified |
JP Morgan EMBI Global Diversified | USD | Emerging Markets Debt Fund | - |
| EMD Opportunities | JP Morgan JEMB Equal-weighted | USD | - | - |
| Emerging Markets Local Currency Debt |
JP Morgan GBI EM Global Diversified |
USD | Emerging Markets Debt Local Currency | - |
Government / Municipal
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Government | Bloomberg US Government Mortgage Bond | USD |
Government Securities | - |
| Municipal High Yield | Bloomberg Municipal Bond | USD |
Municipal High Income | - |
| Municipal Intermediate | Bloomberg 1–15 Year Municipal Bond | USD | Municipal Intermediate | - |
| Municipal Long | Bloomberg Municipal Bond | USD |
Municipal Income | - |
| Municipal Short-Intermediate | Bloomberg 1–9 Year Municipal Bond | USD |
Municipal Limited Maturity | - |
| 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 |
Inflation-Adjusted Bond | - |