How We Invest
In 1924, MFS launched the first open-ended mutual fund in the US, and in 1970 we launched our first balanced fund. Today, we offer three ways to invest in asset allocation strategies: strategic allocation, tactical allocation and target date.
MFS use a three-step process to build multi-asset funds. First, we allocate assets across major asset classes to help optimize risk-adjusted returns. Second, we diversify within each asset class to take advantage of different investment styles and market sectors. And finally, we rebalance our multi-asset strategies periodically to ensure desired allocations and risk tolerance objectives are met.
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Multi-Asset Insights
- Investment Professional
- Insights
- Multi-Asset
Multi-Asset Insights
Multi-asset analysis, commentary, and asset class positioning from across MFS
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Market Pulse
Market Pulse
Timely insights into the market dynamics on your mind today
Market Pulse | READMarch 6, 2024Market Pulse
Timely insights on the macro economy and also signals, observations and preferences for stock versus bond allocations, regional equity, and fixed income asset class considerations. Intended to be the starting point for client conversations rather than the ending point.
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Market Insights
Market Insights
Market and macroecnomic news and analysis, including timely insights and commentaries on topics and trends affecting investors
Market Insight | READJanuary 31, 2024MFS Digest: January 2024
The MFS Digest summarizes key market themes and topics affecting investors and features related thought leadership from across MFS.
Market Insight | READJanuary 5, 20242024 6 Key Themes
Forward-looking snapshot of what we believe will be relevant and may influence the markets and economy.
Market Insight | WatchOctober 18, 2023Thriving Amid Change | Transcript
Excerpt from Milken Institute Asia Summit 2023 where Carol Geremia participated in a panel discussion on how the investment management industry can thrive in a challenging environment.Market Insight | WatchAugust 4, 2023Top Risks and Opportunities Beyond the Headlines | Transcript
MFS joins Eurasia Group to discuss geopolitical risks and opportunities and what they mean for asset allocation.Market Insight | READJuly 24, 2023Dude, Where's My Recession?
MFS Chief Economist provides perspective on the current economy, central bank thinking, and the trajectory of a potential recessionary environment.
Market Insight | READJuly 21, 2023Beyond the Headlines: Accelerated Risk and Opportunities for Investors
In this era of volatility, what are the implications for asset allocation and what risk and opportunities sit beyond the headlines? In partnership with Eurasia Group, a geopolitical risk firm that helps clients understand and navigate the changing global landscape, MFS uncovers the major implications on emerging technologies and energy transition.
Market Insight | READJune 12, 20232023 Mid-Year Outlook
MFS Global Investment Strategist Rob Almeida offers a mid-year perspective on the global equity and fixed income markets.
Market Insight | READJune 9, 2023A New Paradigm for Institutional Investing
Kim Hyland, Head of Global Institutional Relationship Management, and Rob Almeida, Global Investment Strategist, examine current trends affecting institutional investors and explain why the environment ahead will be fundamentally different than the past couple of decades.
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Related Funds
- Investment Professional
- Insights
- Multi-Asset
Multi-Asset Insights
Multi-asset analysis, commentary, and asset class positioning from across MFS
Market Pulse
Timely insights into the market dynamics on your mind today
Market Pulse
Timely insights on the macro economy and also signals, observations and preferences for stock versus bond allocations, regional equity, and fixed income asset class considerations. Intended to be the starting point for client conversations rather than the ending point.
Market Insights
Market and macroecnomic news and analysis, including timely insights and commentaries on topics and trends affecting investors
MFS Digest: January 2024
The MFS Digest summarizes key market themes and topics affecting investors and features related thought leadership from across MFS.
2024 6 Key Themes
Forward-looking snapshot of what we believe will be relevant and may influence the markets and economy.
Thriving Amid Change | Transcript
Top Risks and Opportunities Beyond the Headlines | Transcript
Dude, Where's My Recession?
MFS Chief Economist provides perspective on the current economy, central bank thinking, and the trajectory of a potential recessionary environment.
Beyond the Headlines: Accelerated Risk and Opportunities for Investors
In this era of volatility, what are the implications for asset allocation and what risk and opportunities sit beyond the headlines? In partnership with Eurasia Group, a geopolitical risk firm that helps clients understand and navigate the changing global landscape, MFS uncovers the major implications on emerging technologies and energy transition.
2023 Mid-Year Outlook
MFS Global Investment Strategist Rob Almeida offers a mid-year perspective on the global equity and fixed income markets.
A New Paradigm for Institutional Investing
Kim Hyland, Head of Global Institutional Relationship Management, and Rob Almeida, Global Investment Strategist, examine current trends affecting institutional investors and explain why the environment ahead will be fundamentally different than the past couple of decades.