Barron's names MFS among the "Best Mutual Fund Families", based on its active risk management approach and investment results, for the eighth consecutive year.
Over 90 and Still Active
We have nearly a century of active management experience, and our results and investment expertise reflect an unwavering commitment to finding the best, most durable investment opportunities for our clients in the years ahead.
MFS expands its corporate citizenship program globally, organizing it around the key pillars of Health, Education, Self-Sufficiency and Civic Engagement.
MFS is named Best Specialist Equity Fund House by Morningstar UK, and is presented with the inaugural Equity Fund House award by Morningstar Hong Kong.
MFS opens research offices in Hong Kong and São Paulo.
For the third year in a row, MFS receives top honors in the Equity Asset Management Firm of the Year category in Financial News' Awards for Excellence in Institutional Asset Management.
MFS is named top firm in the Overall Large Company category in the US Lipper Fund Awards.
MFS opens a research office in Toronto.
MFS becomes a signatory to the United Nations' Principles of Responsible Investing (UN PRI), integrating the review of ESG factors into its global investment research platform.
MFS opens a research office in Sydney.
MFS opens a research office in Mexico City.
Forbes magazine lists Massachusetts Investors Trust (MIT) — and the birth of the mutual fund — as one of the 85 innovations that "changed the way we live."
MFS opens a research office in Tokyo.
MFS opens a research office in Singapore.
Massachusetts Financial Services becomes MFS Investment Management®, and joins the Web at mfs.com.
A separate subsidiary, known today as MFSI, is established to serve institutional clients.
MFS Meridian® Funds is established as one of the first fund families for investors outside of the United States.
MFS® Municipal Income Trust is the first closed-end, high-yield municipal bond fund traded on the New York Stock Exchange.
MFS is purchased by Sun Life Financial of Canada.
MFS® Managed Municipal Bond Trust opens as one of the nation’s first national municipal bond funds.
The firm’s very first institutional client account is established.
MFS establishes an Investment Counsel Division to serve its institutional clients.
MFS establishes a Fixed Income Group and offers its first balanced fund, MFS® Total Return Fund.
To broaden the firm’s scope of products and services, MIT is reorganized as Massachusetts Financial Services (MFS).
Chairman Dwight Robinson appears on the cover of Time magazine, as MIT becomes the largest fund in the United States.
MIT’s trustees play a critical role in drafting the Investment Company Act of 1940, which forms the backbone of financial regulation in America.
While many funds close during the Great Depression, MIT’s conservative approach ensures that it is one of the few funds to actually increase its assets. MIT is also one of the first to register under the Securities Act of 1933.
Merrill Griswold is named chairman of MIT and establishes one of the industry’s first in-house research departments.
Massachusetts Investors Trust (MIT), America’s first mutual fund, is established in Boston, revolutionizing an industry and opening the door to investing for millions of Americans.