MFS' corporate news, including information on new or enhanced products and services.
BOSTON (June 4, 2026) – MFS® launched the firm’s 10th and 11th actively managed ETFs today as they began trading on the NYSE Arca:
BOSTON (May 14, 2026) – MFS Investment Management (“MFS”) announced today an adjournment of the special meeting of shareholders of MFS Charter Income Trust (NYSE: MCR) held on May 14, 2026 (the “Meeting”).
BOSTON (April 7, 2026) – Findings from the annual MFS Defined Contribution Plan Sponsor Survey show that plan sponsors’ confidence in their participants being able to retire when they want has increased dramatically year-over-year. One-third of sponsors are now very or extremely confident in their participants’ ability to retire at their target age, up from just 18% one year prior. The result: a score of “B” on MFS’ proprietary Workplace Retirement Readiness Indicator.
MFS launched the firm’s ninth actively managed ETF today as MFS Blended Research® Emerging Markets Equity ETF (NYSE: BREE) began trading.
MFS Blended Research Core Equity ETF (NYSE: BRCE) and MFS Blended Research International Equity ETF (NYSE: BRIE) combine fundamental and quantitative investment approaches to maximize returns against targeted risk levels.
MFS® launched the MFS® Active Mid Cap ETF (NYSE: MMID), building on the firm’s successful launch of its initial active exchange traded funds in 2024. MMID, which will invest across growth and value companies, seeking capital appreciation, is the firm’s sixth active ETF. The launch further expands client choice and provides access to MFS’ proven capabilities in active investing through a US mid cap core equity strategy.
MFS released findings from its 2025 Global Retirement Survey, focusing on U.S. participants and retirees. The survey highlights critical trends in participant concerns and behaviors, generational differences, and disconnects between retirement expectations and reality. Inflation and saving enough to retire remain top concerns.
It is important to understand the escheatment process because it may impact your assets.