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Asset Allocation Strategies

For investment profiles with a wide range of risk tolerances, time horizons and goals.

Overview

MFS® asset allocation strategies offer broadly diversified and systematically rebalanced portfolios that help investors to maintain a disciplined investing strategy. Each seeks to provide the following

  • Allocation. Our fund managers pursue the optimal returns for their stated risk level across stocks, bonds, cash, and other investments.
  • Diversification. Fund managers evaluate opportunities and aim to take advantage of a broad range of investments to help achieve their goals, from growth and value stocks to government and corporate bonds, real estate, and more.
  • Rebalancing. Market conditions change. Time horizons tighten. We regularly rebalance our funds to maintain our targeted allocation and risk tolerance

Target Risk 

Built on a diversified investment mix, MFS Asset Allocation Funds are designed to meet clients’ varying risk tolerances, from conservative to very aggressive.

Target Date

MFS Lifetime Funds offer clients diversified investments that grow more conservative over time. Long-term investing discipline is built-in.

Lifetime Glide Path

Each fund’s glide path shows how much it has invested in a specific asset class at any point in its lifetime, becoming more conservative over time

*The average expected strategic equity exposure by retirement year for all open-end target-date series in Morningstar's database.

This chart illustrates MFS Lifetime Funds’ target asset allocations to risk assets. Risk assets consist of US stock funds, international stock funds and specialty funds, including commodity, real estate and absolute return funds. This chart illustrates how these allocations may change over time. The portfolio manager will systematically rebalance the portfolios as market conditions change and the fund performance weightings change.

 The principle value of the fund options are not guaranteed at any time, the funds' objectives and investment strategies change from one target date to another.

 

 

 

 

  • Overview

    Overview

    MFS® asset allocation strategies offer broadly diversified and systematically rebalanced portfolios that help investors to maintain a disciplined investing strategy. Each seeks to provide the following

    • Allocation. Our fund managers pursue the optimal returns for their stated risk level across stocks, bonds, cash, and other investments.
    • Diversification. Fund managers evaluate opportunities and aim to take advantage of a broad range of investments to help achieve their goals, from growth and value stocks to government and corporate bonds, real estate, and more.
    • Rebalancing. Market conditions change. Time horizons tighten. We regularly rebalance our funds to maintain our targeted allocation and risk tolerance
  • Target Risk

    Target Risk 

    Built on a diversified investment mix, MFS Asset Allocation Funds are designed to meet clients’ varying risk tolerances, from conservative to very aggressive.

  • Target Date

    Target Date

    MFS Lifetime Funds offer clients diversified investments that grow more conservative over time. Long-term investing discipline is built-in.

    Lifetime Glide Path

    Each fund’s glide path shows how much it has invested in a specific asset class at any point in its lifetime, becoming more conservative over time

    *The average expected strategic equity exposure by retirement year for all open-end target-date series in Morningstar's database.

    This chart illustrates MFS Lifetime Funds’ target asset allocations to risk assets. Risk assets consist of US stock funds, international stock funds and specialty funds, including commodity, real estate and absolute return funds. This chart illustrates how these allocations may change over time. The portfolio manager will systematically rebalance the portfolios as market conditions change and the fund performance weightings change.

     The principle value of the fund options are not guaranteed at any time, the funds' objectives and investment strategies change from one target date to another.

     

     

     

     

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