EXPERIENCE PUT TO WORK FOR YOU

MFS: Active Management Since 1924

Our active investment platform — backed by a century of experience — uncovers opportunities to help millions of people and institutions build secure futures.

Always Active and Future Focused

For Your Clients: The Power of Active Bond Investing

Use this brochure to show clients why the bond window of opportunity is open for long-term investors and the potential benefits of active management in fixed income. 

Highlight from the brochure: Now might be a pivot point in the market and time to consider bonds.

¹ Bond yield equals yield to worst, which is the lowest of the yields to each potential call or put or the yield to maturity, whichever is worse. For fixed income securities, yield is the discount rate that equilibrates the net present value of all future cash flows to the current market value.

Source: Left: FactSet. As of 1/31/24. Investment-grade bonds equal the Bloomberg US Aggregate Index. Municipal bonds equal the Bloomberg Municipal Bond. See last page for important informations. Right: FactSet as of 12/31/23. Analysis begins with the starting yield on 12/31/1998. Yield measure used: yield to worst (YTW). Investment-grade bonds equal the Bloomberg US Aggregate Index. Municipal bonds equal the Bloomberg Municipal Bond Index. Cash equals the Bloomberg 1-3 Month Treasury Bill Index. Past performance is no guarantee of future results.

Five-Step Communication Plan to Amplify Your Value

This timely client and prospect communication plan can demonstrate your value to your clients and help grow your business.

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