MFS FIXED INCOME

What If You Could Take Your Fixed Income Further?

Consider Diversifying Alpha
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Assess Managers

Consider Performance Drivers

Take Your Fixed Income Futher

Are You Invested With Too Few Fixed Income Managers?

Typically, investors are 70% less diversified in their fixed income manager allocation than in their equity manager allocation.

fixed income managers

equity portfolio managers

Source: Broadridge, 2/28/25; Morningstar categories map into four broad asset classes (US Stock, International Stock, Taxable Bond and Municipal Bond).

Key Takeaway

Allocating to fewer managers may increase the possibility of investing in similarly managed funds that will perform similarly – and expose portfolios to fewer opportunities in changing markets.

Are Your Fixed Income Managers Primarily Duration - Focused?

Duration-focused managers make decisions based on correctly forecasting interest rate changes, which narrows outcomes to two possibilities—getting it right or not.

graphic depicting overweight duration where a duration focused manager may forecast interest rates will fall and underweight duration with the expectation interest rates will rise

Predicting interest rates is not easy, yet many managers rely heavily on duration to generate returns, potentially leading to lost opportunities.

How About Credit-Focused Managers?

Credit-focused managers make decisions based on fundamental research across sectors, securities and quality.

graphic showing the three parts of credit lever as quality, sector allocation and security selection

 

 

Key Takeaway

Relying on a broad range of factors to generate returns can help managers pursue more consistent through-cycle alpha.

Take Your Fixed Income Further

In complex and changing bond markets, adding or investing in another performance driver such as credit offers the potential for more consistent alpha returns.

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credit- and duration-focused funds

MFS Core Plus Funds

Past performance is no guarantee of future results.

Key Takeaway

Relying on our deep fundamental research and global investment platform, MFS leverages primarily credit and to a lesser degree duration to generate returns through changing market dynamics.

 

Keep in mind that all investments, including mutual funds, carry a certain amount of risk including the possible loss of the principal amount invested.

 

A prospectus for any of the MFS products is available by mail or download. The prospectus should be read carefully as it contains complete information on the fund's investment objective(s), the risks associated with an investment in the fund, the fees, charges, and expenses involved, as well as other information about the fund. These elements, as well as other information contained in the prospectus, should be considered before investing. These products are available for sale only within the United States.

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