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How We Invest
- Individual Investor
- Insights
- Quantitative
How We Invest
In 1924, MFS launched the first open-ended mutual fund in the US. In 1994, we launched our first MFS Blended Research fund, and today, our MFS Blended Research line up has grown to 8 mutual funds.
By combining fundamental and quantitative research in one unique investment approach, MFS Blended Research strategies seek to generate excess return without taking undue risk to get it.
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Insights From Our Quantitative Experts
Insights From Our Quantitative Experts
Get the latest on what's top of mind for our investment professionals as well as updates on global markets and economies.
Investment InsightAn Overview: Value, Momentum and Mean Reversion in Factor Returns
February 28, 2020MFS' Director of Quantitative Equity Research, shares an overview of mean reversion in returns, including its impact on value and momentum factors.
Investment InsightFactor Dynamics Through the Cycle (Summary)
January 27, 2020The MFS Quantitative Solutions Team discusses how investment factors have proven consistent in illuminating investment returns.
Investment InsightVolatility: Returns Down the Drain
November 26, 2019Why risk matters for performance.
Investment InsightInside the Recent Outperformance of the Low Volatility Index
October 10, 2019Jim Fallon deconstructs past trends and recent performance of low volatility stocks, which has led to a market dynamic requiring discretion from long-term investors.
- Individual Investor
- Insights
- Quantitative
How We Invest
In 1924, MFS launched the first open-ended mutual fund in the US. In 1994, we launched our first MFS Blended Research fund, and today, our MFS Blended Research line up has grown to 8 mutual funds.
By combining fundamental and quantitative research in one unique investment approach, MFS Blended Research strategies seek to generate excess return without taking undue risk to get it.
Insights From Our Quantitative Experts
Get the latest on what's top of mind for our investment professionals as well as updates on global markets and economies.
An Overview: Value, Momentum and Mean Reversion in Factor Returns
MFS' Director of Quantitative Equity Research, shares an overview of mean reversion in returns, including its impact on value and momentum factors.
Factor Dynamics Through the Cycle (Summary)
The MFS Quantitative Solutions Team discusses how investment factors have proven consistent in illuminating investment returns.
Volatility: Returns Down the Drain
Why risk matters for performance.
Inside the Recent Outperformance of the Low Volatility Index
Jim Fallon deconstructs past trends and recent performance of low volatility stocks, which has led to a market dynamic requiring discretion from long-term investors.