Investment Strategies
MFS offers client-focused investment strategies across all major asset classes. We look at investment opportunities across the globe by integrating fundamental equity, quantitative and credit disciplines in our analysis.
Fixed Income
Through integrated and collaborative global research, we choose return streams and risks intentionally, creating fixed income strategies that pursue better long-term value.
Highlights of MFS' fixed income capabilities and offerings suitable for institutional investors. Find out more.
Core / Aggregate
Global
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Aggregate Core | Bloomberg Global Aggregate | USD |
| Aggregate Core Plus | Bloomberg Global Aggregate (Unhedged) | USD |
| Aggregate Opportunistic | Bloomberg Global Aggregate (Hedged) | USD |
US
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Core | Bloomberg US Aggregate | USD |
| Core Plus | Bloomberg US Aggregate | USD |
| Limited Maturity | Bloomberg 1-3 Year US Government/Credit Bond Index | USD |
| Opportunistic | Bloomberg US Aggregate | USD |
Corporate
Global
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Credit |
Bloomberg Global Aggregate Credit |
USD |
| Euro Credit | Bloomberg Euro Aggregate Credit | EUR |
| High Yield |
BoA Merrill Lynch Global High Yield Constrained (US Hedged) |
USD |
| Inflation Adjusted |
Bloomberg Barclays World Government Inflation |
USD |
| Investment Grade Credit |
Bloomberg Global Aggregate Credit |
USD |
US
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Core High Yield |
Bloomberg US High Yield Corporate Bond 2% Capped Index |
USD |
| Credit |
Bloomberg US Credit Bond |
USD |
| Investment Grade Credit |
Bloomberg US Credit Bond |
USD |
| Long Duration Credit |
Bloomberg US Long Credit Bond | USD |
Emerging Markets
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Emerging Markets Corporate Debt | JP Morgan CEMBI Broad Diversified | USD |
| Emerging Markets Debt Diversified |
JP Morgan EMBI Global Diversified | USD |
| Emerging Markets Debt Opportunities | JP Morgan JEMB Equal-weighted | USD |
| Emerging Markets Local Currency Debt |
JP Morgan GBI EM Global Diversified |
USD |
Government / Municipal
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Government | Bloomberg US Government Mortgage Bond | USD |
| Municipal High Yield | Bloomberg Municipal HY Bond | USD |
| Municipal Plus | Bloomberg Municipal Bond | USD |
| Municipal Short-Intermediate | Bloomberg Municipal Bond | USD |
| Sovereign | JP Morgan Global Government Bond | USD |
| Taxable Municipal | Bloomberg Taxable Municipal | USD EUR |
| US Inflation Adjusted FI | Bloomberg US Treasury Inflation Protected Securities | USD |