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Help investors find their balance

with MFS® multi-asset-class solutions

Here are strategies that let you address investors' two greatest concerns: market fluctuations and their risk exposure.

Investors get broad diversification, and the accompanying risk management benefits, all in one portfiolio
Full spectrum of classic, strategic, and flexible allocation strategies so you can choose what best fits individual client needs
MFS' 40-plus years of actively managing multi-asset-class portfolios
Disciplined, research-driven security selection and a multi-level risk management process
Diversified exposure to traditional and alternative asset classes (such as real estate and commodity-related investments)
Potentially less volatility and potentially higher returns compared with more-traditional, single-asset-class funds

Explore the range of MFS multiple-asset-class stategies

    Classic balanced

    Strategic allocation: Target Risk

    Dynamic allocation: Target Date

    Flexible allocation

Our balanced funds pursue a traditional 60%/40% mix of stocks and bonds. Both domestic and international options are available.

Total Return Fund
A conservative balanced fund
Performance Fact Sheet
Global Total Return Fund
A conservative global balanced fund
Performance Fact Sheet
MFS® Asset Allocation Funds let investors choose an option that meets their risk tolerance level, from conservative to very aggressive. Built-in diversification comes with the additional benefits of systematic rebalancing.
Conservative Allocation Fund
A conservative bond and stock portfolio
Performance Sales Idea Fact Sheet
Moderate Allocation Fund
A moderate stock and bond portfolio
Performance Sales Idea Fact Sheet
Growth Allocation Fund
A diversified portfolio of MFS stock and bond funds
Performance Sales Idea Fact Sheet
Aggressive Growth Allocation Fund
A portfolio of MFS stock funds
Performance Sales Idea Fact Sheet
International DiversificationSM Fund
A diversified portfolio of MFS international stock funds
Performance Sales Idea Fact Sheet

MFS® Lifetime® Funds let investors choose an option on the basis of their time horizon. These portfolios offer built-in diversification and systematic rebalancing.
Lifetime path

Lifetime® Retirement Income Fund
A conservatively allocated portfolio of MFS funds
Performance Fact Sheet
Lifetime® 2010 Fund
An automatically reallocated portfolio of MFS funds
Performance Fact Sheet
Lifetime® 2015 Fund
An automatically reallocated portfolio of MFS funds
Performance Fact Sheet
Lifetime® 2020 Fund
An automatically reallocated portfolio of MFS funds
Performance Fact Sheet
Lifetime® 2025 Fund
An automatically reallocated portfolio of MFS funds
Performance Fact Sheet
Lifetime® 2030 Fund
An automatically reallocated portfolio of MFS funds
Performance Fact Sheet
Lifetime® 2035 Fund
An automatically reallocated portfolio of MFS funds
Performance Fact Sheet
Lifetime® 2040 Fund
An automatically reallocated portfolio of MFS funds
Performance Fact Sheet
Lifetime® 2045 Fund
An automatically reallocated portfolio of MFS funds
Performance Fact Sheet
Lifetime® 2050 Fund
An automatically reallocated portfolio of MFS funds
Performance Fact Sheet
Lifetime® 2055 Fund
An automatically reallocated portfolio of MFS funds
Performance Fact Sheet

MFS flexible allocation funds provide broad diversification and asset class exposure and have the additional flexibility to allow fund managers to pursue opportunities in any market environment.

Absolute Return Fund
A flexible absolute return strategy
Performance Fact Sheet
Global Multi-Asset Fund
A flexible multi-asset-class strategy
Performance Fact Sheet
Diversified Income Fund
A fund that seeks income and capital appreciation
Performance Sales Idea Fact Sheet

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

MFS has a long history of offering investors and their advisors innovative multi-asset-class solutions.