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
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
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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
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
Market Insights
Market and macroecnomic news and analysis, including timely insights and commentaries on topics and trends affecting investors