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
- Institutions & Consultants
- Insights
- Multi-Asset
Multi-Asset Insights
Multi-asset analysis, commentary, and asset class positioning from across MFS
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Market Pulse
Market Pulse
Timely insights into the market dynamics on your mind today
Market Pulse | Read2 April 2025Global 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.
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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 | Watch11 April 2025Putting Tariffs and Turbulence into Historical Perspective | Transcript
Our Chief Economist explores the historical use of tariffs, potential unintended consequences, and their relevance in today's complex global economy. He offers insights and considerations to navigate shifting trade dynamics and policy impacts.Market Insight | Read7 April 2025Tariffs and Turmoil: What Do Markets Need to Stabilize?
Insights regarding global market reaction to recently announced tariffs.
Market Insight | Read3 April 2025The US Announces Reciprocal Tariffs
Market Insights on the announcement of reciprocal tariffs US will impose.
- Institutions & Consultants
- Insights
- Multi-Asset
Multi-Asset Insights
Multi-asset analysis, commentary, and asset class positioning from across MFS
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 Insights
Market and macroecnomic news and analysis, including timely insights and commentaries on topics and trends affecting investors
Putting Tariffs and Turbulence into Historical Perspective | Transcript
Tariffs and Turmoil: What Do Markets Need to Stabilize?
Insights regarding global market reaction to recently announced tariffs.
The US Announces Reciprocal Tariffs
Market Insights on the announcement of reciprocal tariffs US will impose.