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Multi-Asset Class Strategies

MFS Multi-Asset Class Strategies help mitigate market volatility through diversification and accompanying risk management benefits in one portfolio.

Overview

Overview

Can investors get broad diversification and risk management all in a single portfolio? They can, with MFS Multi-Asset Class Strategies.

For almost 50 years, MFS has actively managed multi-asset portfolios with a range of allocation strategies, allowing you to choose from conservative to very aggressive. We offer diversified exposure to both traditional and alternative asset classes, including real estate and commodity-based investments designed to help mitigate market volatility. Perhaps most important, investors and their advisors can rest assured, knowing that our disciplined research-driven security selection and multi-level risk management are built into every portfolio.

Balanced

Balanced

Historically, our balanced funds seek to maintain an approximate allocation of 60% stocks/40% bonds. Domestic and international options are available.

 

US Stocks

Bonds

Int. Stocks

Specialty1

Tactical2

 

Total Return Fund

A conservative balanced fund

 

 

 

Fact Sheet

Global Total Return Fund

A conservative global balanced fund

 

 

Fact Sheet

 

Target Risk

Target Risk

MFS Asset Allocation Funds are designed for a full range of risk tolerances. Each also offers systematic rebalancing and built-in diversification.

 

US Stocks

Bonds

Int. Stocks

Specialty1

Tactical2

 

Conservative Allocation Fund

A conservative bond and stock portfolio

 

Fact Sheet

Moderate Allocation Fund 

A moderate stock and bond portfolio

 

Fact Sheet

Growth Allocation Fund 

A diversified portfolio of MFS stock and bond funds

 

Fact Sheet

Aggressive Growth Allocation Fund 

A portfolio of MFS stock funds

 

 

Fact Sheet

International DiversificationSM Fund  

A diversified portfolio of MFS international stock funds

 

 

 

 

Fact Sheet


1 Specialty includes investments in commodities, REITs, derivatives, or MFS funds that concentrate in such investments.


2 A tactical asset allocation overlay primarily using derivative instruments to manage the fund's exposure to asset classes, markets, and currencies. Derivatives include futures, forward contracts, options, structured securities, and swaps.

Target Date

Target Date

MFS® Lifetime® Funds seek to match risk/return to investors’ time horizon and stage in life, with built-in diversification and systematic rebalancing.

­­­­­

US Stocks

Bonds

Int. Stocks

Specialty1

Tactical2

 

Lifetime® Income Fund 

A conservatively allocated portfolio of MFS funds

 

Fact Sheet

Lifetime® 2020 Fund

An automatically reallocated portfolio of MFS funds

 

Fact Sheet

Lifetime® 2025 Fund

An automatically reallocated portfolio of MFS funds

 

Fact Sheet

Lifetime® 2030 Fund 

An automatically reallocated portfolio of MFS funds

 

Fact Sheet

Lifetime® 2035 Fund 

An automatically reallocated portfolio of MFS funds

 

Fact Sheet

Lifetime® 2040 Fund

An automatically reallocated portfolio of MFS funds

 

Fact Sheet

Lifetime® 2045 Fund 

An automatically reallocated portfolio of MFS funds

 

Fact Sheet

Lifetime® 2050 Fund 

An automatically reallocated portfolio of MFS funds

 

Fact Sheet

Lifetime® 2055 Fund 

An automatically reallocated portfolio of MFS funds

 

Fact Sheet

Lifetime® 2060 Fund 

An automatically reallocated portfolio of MFS funds

 

Fact Sheet

1 Specialty includes investments in commodities, REITs, derivatives, or MFS funds that concentrate in such investments.

2 A tactical asset allocation overlay primarily using derivative instruments to manage the fund's exposure to asset classes, markets, and currencies. Derivatives include futures, forward contracts, options, structured securities, and swaps.

Lifetime Glide Path 

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.

Flexible Allocation

Flexible Allocation

MFS Flexible Allocation Funds aim to provide broad diversification across asset classes. Fund managers can pursue opportunities in many market conditions.

 

US Stocks

Bonds

Int. Stocks

Specialty1

Tactical2

 

Absolute Return Fund 

A flexible absolute return strategy

Fact Sheet

Global Multi-Asset Fund 

A flexible multi-asset-class strategy

Fact Sheet

Diversified Income Fund 

A fund that seeks income and capital appreciation

 

 

Fact Sheet

Managed Wealth Fund  

Seeks total return

 

 

Fact Sheet

1 Specialty includes investments in commodities, REITs, derivatives, or MFS funds that concentrate in such investments.

2 A tactical asset allocation overlay primarily using derivative instruments to manage the fund's exposure to asset classes, markets, and currencies. Derivatives include futures, forward contracts, options, structured securities, and swaps.

Our Fund History

Our Fund History

For nearly 50 years, MFS has offered investors and their advisors innovative multi-asset class solutions to meet a range of investor profiles and needs.

Keep in mind that all investments, including mutual funds, carry a certain amount of risk including the possible loss of the principal amount invested. Diversification does not guarantee a profit or protect against a loss.

This website is a general communication and is provided for informational and/or educational purposes only. None of the content should be viewed as a suggestion that you take or refrain from taking any action nor as a recommendation for any specific investment product, strategy, plan feature or other such purpose. Your use of this website indicates that you agree with the intended purpose. Prior to making any investment or financial decision, you should seek individualized advice from a personal financial, tax, and other professionals who are able to provide advice in the context of your particular financial situation.

This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.

 

  • Overview

    Overview

    Overview

    Can investors get broad diversification and risk management all in a single portfolio? They can, with MFS Multi-Asset Class Strategies.

    For almost 50 years, MFS has actively managed multi-asset portfolios with a range of allocation strategies, allowing you to choose from conservative to very aggressive. We offer diversified exposure to both traditional and alternative asset classes, including real estate and commodity-based investments designed to help mitigate market volatility. Perhaps most important, investors and their advisors can rest assured, knowing that our disciplined research-driven security selection and multi-level risk management are built into every portfolio.

  • Balanced

    Balanced

    Balanced

    Historically, our balanced funds seek to maintain an approximate allocation of 60% stocks/40% bonds. Domestic and international options are available.

     

    US Stocks

    Bonds

    Int. Stocks

    Specialty1

    Tactical2

     

    Total Return Fund

    A conservative balanced fund

     

     

     

    Fact Sheet

    Global Total Return Fund

    A conservative global balanced fund

     

     

    Fact Sheet

     

  • Target Risk

    Target Risk

    Target Risk

    MFS Asset Allocation Funds are designed for a full range of risk tolerances. Each also offers systematic rebalancing and built-in diversification.

     

    US Stocks

    Bonds

    Int. Stocks

    Specialty1

    Tactical2

     

    Conservative Allocation Fund

    A conservative bond and stock portfolio

     

    Fact Sheet

    Moderate Allocation Fund 

    A moderate stock and bond portfolio

     

    Fact Sheet

    Growth Allocation Fund 

    A diversified portfolio of MFS stock and bond funds

     

    Fact Sheet

    Aggressive Growth Allocation Fund 

    A portfolio of MFS stock funds

     

     

    Fact Sheet

    International DiversificationSM Fund  

    A diversified portfolio of MFS international stock funds

     

     

     

     

    Fact Sheet


    1 Specialty includes investments in commodities, REITs, derivatives, or MFS funds that concentrate in such investments.


    2 A tactical asset allocation overlay primarily using derivative instruments to manage the fund's exposure to asset classes, markets, and currencies. Derivatives include futures, forward contracts, options, structured securities, and swaps.

  • Target Date

    Target Date

    Target Date

    MFS® Lifetime® Funds seek to match risk/return to investors’ time horizon and stage in life, with built-in diversification and systematic rebalancing.

    ­­­­­

    US Stocks

    Bonds

    Int. Stocks

    Specialty1

    Tactical2

     

    Lifetime® Income Fund 

    A conservatively allocated portfolio of MFS funds

     

    Fact Sheet

    Lifetime® 2020 Fund

    An automatically reallocated portfolio of MFS funds

     

    Fact Sheet

    Lifetime® 2025 Fund

    An automatically reallocated portfolio of MFS funds

     

    Fact Sheet

    Lifetime® 2030 Fund 

    An automatically reallocated portfolio of MFS funds

     

    Fact Sheet

    Lifetime® 2035 Fund 

    An automatically reallocated portfolio of MFS funds

     

    Fact Sheet

    Lifetime® 2040 Fund

    An automatically reallocated portfolio of MFS funds

     

    Fact Sheet

    Lifetime® 2045 Fund 

    An automatically reallocated portfolio of MFS funds

     

    Fact Sheet

    Lifetime® 2050 Fund 

    An automatically reallocated portfolio of MFS funds

     

    Fact Sheet

    Lifetime® 2055 Fund 

    An automatically reallocated portfolio of MFS funds

     

    Fact Sheet

    Lifetime® 2060 Fund 

    An automatically reallocated portfolio of MFS funds

     

    Fact Sheet

    1 Specialty includes investments in commodities, REITs, derivatives, or MFS funds that concentrate in such investments.

    2 A tactical asset allocation overlay primarily using derivative instruments to manage the fund's exposure to asset classes, markets, and currencies. Derivatives include futures, forward contracts, options, structured securities, and swaps.

    Lifetime Glide Path 

    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.

  • Flexible Allocation

    Flexible Allocation

    Flexible Allocation

    MFS Flexible Allocation Funds aim to provide broad diversification across asset classes. Fund managers can pursue opportunities in many market conditions.

     

    US Stocks

    Bonds

    Int. Stocks

    Specialty1

    Tactical2

     

    Absolute Return Fund 

    A flexible absolute return strategy

    Fact Sheet

    Global Multi-Asset Fund 

    A flexible multi-asset-class strategy

    Fact Sheet

    Diversified Income Fund 

    A fund that seeks income and capital appreciation

     

     

    Fact Sheet

    Managed Wealth Fund  

    Seeks total return

     

     

    Fact Sheet

    1 Specialty includes investments in commodities, REITs, derivatives, or MFS funds that concentrate in such investments.

    2 A tactical asset allocation overlay primarily using derivative instruments to manage the fund's exposure to asset classes, markets, and currencies. Derivatives include futures, forward contracts, options, structured securities, and swaps.

  • Our Fund History

    Our Fund History

    Our Fund History

    For nearly 50 years, MFS has offered investors and their advisors innovative multi-asset class solutions to meet a range of investor profiles and needs.

    Keep in mind that all investments, including mutual funds, carry a certain amount of risk including the possible loss of the principal amount invested. Diversification does not guarantee a profit or protect against a loss.

    This website is a general communication and is provided for informational and/or educational purposes only. None of the content should be viewed as a suggestion that you take or refrain from taking any action nor as a recommendation for any specific investment product, strategy, plan feature or other such purpose. Your use of this website indicates that you agree with the intended purpose. Prior to making any investment or financial decision, you should seek individualized advice from a personal financial, tax, and other professionals who are able to provide advice in the context of your particular financial situation.

    This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.

     

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