Help investors find their balance
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)
Diversification can help moderate the volatility of market ups and downs over time
Explore the range of MFS multiple-asset-class stategies
Strategic allocation: Target Risk
Dynamic allocation: Target Date
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.
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.
For an illustration of how the fund's target asset allocation will change over time from its inception through its target date, see this description