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Asset Allocation Strategies

MFS Asset Allocation Strategies offer you the flexibility to meet a wide range of client investing goals.

Overview

MFS target risk and target date funds are designed to meet different risk and time horizon objectives.

Investors can choose MFS target risk funds ranging from conservative to very aggressive. We maintain a well-defined asset allocation strategy because studies have shown that a portfolio’s performance can be significantly improved in combination with security selection.

MFS target date funds were designed to help investors achieve long-term financial objectives. Because the funds automatically rebalance the assets in the portfolio, moving from aggressive to conservative over time, investors need only choose the time horizon that best matches their specific financial goals.

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.

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 target risk and target date funds are designed to meet different risk and time horizon objectives.

    Investors can choose MFS target risk funds ranging from conservative to very aggressive. We maintain a well-defined asset allocation strategy because studies have shown that a portfolio’s performance can be significantly improved in combination with security selection.

    MFS target date funds were designed to help investors achieve long-term financial objectives. Because the funds automatically rebalance the assets in the portfolio, moving from aggressive to conservative over time, investors need only choose the time horizon that best matches their specific financial goals.

  • 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

    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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