How We Invest
In 1924, MFS launched the first open-ended mutual fund in the US, and in 1970 we launched our first balanced fund. Today, we offer three ways to invest in asset allocation strategies: strategic allocation, tactical allocation and target date.
MFS use a three-step process to build multi-asset funds. First, we allocate assets across major asset classes to help optimize risk-adjusted returns. Second, we diversify within each asset class to take advantage of different investment styles and market sectors. And finally, we rebalance our multi-asset strategies periodically to ensure desired allocations and risk tolerance objectives are met.
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Multi-Asset Insights
- English
- Investment Professional
- Insights
- Multi-Asset
Multi-Asset Insights
Multi-asset analysis, commentary, and asset class positioning from across MFS
Multi-Asset Insight | Watch7 October 2024MFS Meridian® Funds – Prudent Capital Fund: The Purpose of Prudent Investing | Transcript
Listen in as Ed Dearing, portfolio manager, describes the investment philosophy of the fund, how it works and why investors should consider the fund now.Multi-Asset Insight | Watch27 September 2024MFS Meridian® Funds - Prudent Capital Fund: Strategic outlook and Portfolio Positioning Update | Transcript
Listen in as the portfolio management team provides an update on the strategic outlook and portfolio positioning of the fund.Multi-Asset Insight | READ23 July 2024The Other Side of Market Concentration Peaks
This paper covers the growing interest surrounding global pockets of market concentration. It examines the extreme concentration in the market and explores topics such as the historical view of market concentration and what follows periods of extreme concentration.
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Market Pulse
Market Pulse
Timely insights into the market dynamics on your mind today
Market Pulse | READ7 October 2024Global Market Pulse (EURO)
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
Market Pulse | READ5 September 2024Market Pulse
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
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Market Insights
Market Insights
Market and macroecnomic news and analysis, including timely insights and commentaries on topics and trends affecting investors
Market Insight | READ13 September 2024US Election Perspectives 2024
While we feel it’s important for investors to familiarize themselves with the policy proposals of the major party candidates, historically, electoral outcomes haven’t had major lasting impacts on market performance.
Market Insight | READ1 August 2024MFS Digest: August 2024
The MFS Digest summarizes key market themes and topics affecting investors and features related thought leadership from across MFS.
Market Insight | READ31 May 2024Lessons Learned from 100 Years of Investing
With 100 years of investing experience, MFS has the unique ability to provide insight into the lessons we have learned that can help our clients meet their investment objectives.
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Related Funds
- English
- Investment Professional
- Insights
- Multi-Asset
Multi-Asset Insights
Multi-asset analysis, commentary, and asset class positioning from across MFS
MFS Meridian® Funds – Prudent Capital Fund: The Purpose of Prudent Investing | Transcript
MFS Meridian® Funds - Prudent Capital Fund: Strategic outlook and Portfolio Positioning Update | Transcript
The Other Side of Market Concentration Peaks
This paper covers the growing interest surrounding global pockets of market concentration. It examines the extreme concentration in the market and explores topics such as the historical view of market concentration and what follows periods of extreme concentration.
Market Pulse
Timely insights into the market dynamics on your mind today
Global Market Pulse (EURO)
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
Market Pulse
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
Market Insights
Market and macroecnomic news and analysis, including timely insights and commentaries on topics and trends affecting investors
US Election Perspectives 2024
While we feel it’s important for investors to familiarize themselves with the policy proposals of the major party candidates, historically, electoral outcomes haven’t had major lasting impacts on market performance.
MFS Digest: August 2024
The MFS Digest summarizes key market themes and topics affecting investors and features related thought leadership from across MFS.
Lessons Learned from 100 Years of Investing
With 100 years of investing experience, MFS has the unique ability to provide insight into the lessons we have learned that can help our clients meet their investment objectives.