Multi-Asset
A Way To Invest
Approaches for strategic allocation, diversification and rebalancing over time.
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.
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Multi Asset Insights
- Individual Investor
- Insights
- Multi Asset
Market Insight | READJune 30, 2023The Renaissance of Active Management
MFS CEO Mike Roberge discusses the shifting dynamics of today's marketplace and how active managers are positioned to tune out the short-term noise and identify those things that drive long-term value.
Market Insight | READJune 12, 20232023 Mid-Year Outlook
MFS Global Investment Strategist Rob Almeida offers a mid-year perspective on the global equity and fixed income markets.
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Related Funds
- Individual Investor
- Insights
- Multi Asset
The Renaissance of Active Management
MFS CEO Mike Roberge discusses the shifting dynamics of today's marketplace and how active managers are positioned to tune out the short-term noise and identify those things that drive long-term value.
2023 Mid-Year Outlook
MFS Global Investment Strategist Rob Almeida offers a mid-year perspective on the global equity and fixed income markets.