MFS: Active Management Since 1924
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For Your Clients: The Power of Active Bond Investing
Use this brochure to show clients why the bond window of opportunity is open for long-term investors and the potential benefits of active management in fixed income.
Highlight from the brochure: Now might be a pivot point in the market and time to consider bonds.
1 Bond yield equals yield to worst, which is the lowest of the yields to each potential call or put or the yield to maturity, whichever is worse. For fixed income securities, yield is the discount rate that equilibrates the net present value of all future cash flows to the current market value.
Source: Left: FactSet. As of 1/31/24. Investment-grade bonds equal the Bloomberg US Aggregate Index. Municipal bonds equal the Bloomberg Municipal Bond. See last page for important informations. Right: FactSet as of 12/31/23. Analysis begins with the starting yield on 12/31/1998. Yield measure used: yield to worst (YTW). Investment-grade bonds equal the Bloomberg US Aggregate Index. Municipal bonds equal the Bloomberg Municipal Bond Index. Cash equals the Bloomberg 1-3 Month Treasury Bill Index. Past performance is no guarantee of future results.
MFS Mutual Funds: Built to lead in times of change
Explore funds that can help keep your clients moving forward.
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Five-Step Communication Plan to Amplify Your Value
This timely client and prospect communication plan can demonstrate your value to your clients and help grow your business.
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