How We Invest
In 1924, MFS launched the first open-end mutual fund in the US, and in 1932 we built one of the industry's first in-house research departments. Today, we have nearly a century of active management expertise and invest around the globe.
Our focus remains the same — fundamental research that strives to spot long-term opportunities and indentify risks. We would rather find good performance that lasts than great performance that doesn't.
Equity Insights
Equity Insight
The Next Cycle May Require More Than Ownership
28 July 2026
For more than a decade, the markets have rewarded ownership — as the capital cycle shifts, however, the economics may now favor greater selectivity.
Equity Insight
The 2026 Russell Reconstitution: Major Shifts in Style Indices
26 June 2026
What investors can expect from this year’s annual FTSE Russell index reconstitution, for both growth and value.
Equity Insight
Factor Dynamics Through the Cycle
6 May 2026
In this paper we analyze factor dynamics through the US economic cycle and show that fluctuations in economic activity and economic cycle phases can be relevant to factor performance.