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Corporate Fact Sheet

Assets under management as of March 31, 2014: $420.6 billion.
Assets under management are calculated based on the assets on which MFS receives an asset-based management fee, including assets subject to non-discretionary advisory relationships. The non-discretionary assets are reported as of the end of the month for the month prior to the period for which the amount is calculated.

Historical Assets Under Management (U.S. $ in Billions) by Investment Products
Assets by Investment Products 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Mutual Funds 82.5 82.4 86.7 88.3 56.8 75.6 91.6 94.1 125.4 169.5
US Retail Mutual Funds 76.0 75.3 77.8 78.5 50.7 67.0 79.8 82.2 107.7 145.3
MFS Meridian Funds 6.5 7.1 8.9 9.8 6.1 8.6 11.8 11.9 17.7 24.1
Institutional 24.2 36.7 51.2 58.1 37.5 64.3 72.5 106.4 132.3 167.5
Insurance 34.6 36.2 39.8 39.5 26.7 36.0 47.5 44.8 58.6 71.3
Other Investment Products 5.0 7.0 9.3 13.6 13.4 11.5 10.4 7.9 6.5 4.2
Total1 146.2 162.3 187.0 199.6 134.5 187.5 222.0 253.2 322.8 412.8

Historical Assets Under Management (U.S. $ in Billions) by Investment Type
Assets by Type 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Equity 98.0 111.7 134.7 143.3 85.6 130.3 159.6 180.8 237.8 333.8
% non-U.S.2 26% 39% 47% 50% 54% 58% 60% 63% 64% 58%
Fixed Income 28.4 26.9 30.8 33.6 31.3 39.9 45.2 52.9 65.1 56.8
Balanced 17.8 21.8 19.6 20.5 14.7 15.6 15.8 14.9 15.0 18.1
Money Market/Cash or other short-term equivalents 2.0 1.9 1.9 2.2 2.8 1.7 1.4 4.6 4.9 4.2
Total1 146.2 162.3 187.0 199.6 134.5 187.5 222.0 253.2 322.8 412.8

Established in 1924, MFS is an active, global asset manager with investment offices in Boston, Hong Kong, London, Mexico City, São Paulo, Singapore, Sydney, Tokyo and Toronto. We employ a uniquely collaborative approach to build better insights for our clients. Our investment approach has three core elements: integrated research, global collaboration and active risk management.

As of December 31, 2013 (unless otherwise noted):

  • The firm ranked as the 26th largest US money management firm according to Institutional Investor magazine3 and 13th largest U.S. mutual fund manager, according to research firm Strategic Insight.4

  • The MFS family of more than 80 U.S. mutual funds is distributed through financial advisors affiliated with brokerage houses, financial institutions, financial planning firms, and independent advisors.

  • MFS investment products are also available on many of the largest defined contribution retirement platforms for inclusion in qualified retirement plans, including 401(k) plans.

  • MFS Institutional Advisors, Inc. manages equity and fixed-income assets for a global client base that includes public pension plans, corporate pension plans, insurance companies, sovereign wealth funds, endowments and foundations, multi-employer plans, and investment advisory firms.

  • MFS offers the Meridian Funds, a line of more than 30 mutual funds available through financial intermediaries to non-U.S. investors.

  • MFS is among the largest asset managers of insurance assets in the US through its Variable Insurance Trust (VIT) funds.

  • The firm’s global research platform includes more than 200 investment professionals in investment offices at its headquarters in Boston and in offices in Hong Kong, London, Mexico City, Singapore, São Paulo, Sydney, Tokyo, and Toronto.

  • MFS has more than 1,700 employees worldwide.

  • MFS' parent company is Sun Life Financial, a leading international financial services organization providing a diverse range of wealth accumulation and protection products and services to individuals and corporate customers. Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE), and Philippine (PSE) stock exchanges under ticker symbol SLF.

  • Over time, MFS has been a leading innovator in the asset management industry, including creating one of the first in-house research departments in the mutual fund industry in 1932, launching the first high-yield municipal bond fund and the first global balanced fund, and more recently creating “outcome-oriented” products, such as its line of target-risk, target-date, and other asset allocation strategies.

1 Total may vary due to rounding
2 % non-U.S. equals monies invested by MFS in securities not registered or domiciled in the U.S.
3 Institutional Investor magazine, July/August 2013, based on December 31, 2012, data
4 Strategic Insight, as of December 31, 2013

 

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