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) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Aggregate Core | Bloomberg Global Aggregate | USD | - | - |
| Aggregate Core Plus | Bloomberg Global Aggregate (Unhedged) | USD | - | - |
| Aggregate Opportunistic | Bloomberg Global Aggregate (Hedged) | USD GBP | - | - |
US
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Core | Bloomberg US Aggregate | USD | Core Bond Fund | - |
| Core Plus | Bloomberg US Aggregate | USD | Total Return Bond Fund | - |
| Limited Maturity | Bloomberg 1-3 Year US Government/Credit Bond Index | USD | Limited Maturity Fund | - |
| Opportunistic | Bloomberg US Aggregate | USD | Income Fund | - |
Corporate
Global
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Credit |
Bloomberg Global Aggregate Credit |
USD GBP | - | - |
| Euro Credit | Bloomberg Euro Aggregate Credit | EUR | ||
| High Yield |
BoA Merrill Lynch Global High Yield Constrained (US Hedged) |
USD | Global High Yield | - |
| Inflation Adjusted |
Bloomberg World Government Inflation |
USD | - | - |
| Investment Grade Credit |
Barclays Global Aggregate Credit |
USD | - | - |
US
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Core High Yield |
Bloomberg US High Yield Corporate Bond 2% Capped Index |
USD | High Income Fund | - |
| Credit |
Bloomberg US Credit Bond |
USD | Corporate Bond Fund | - |
| Investment Grade Credit |
Bloomberg US Credit Bond |
USD | - | - |
| Long Duration Credit |
Bloomberg US Credit Bond | USD | - | - |
Emerging Markets
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| EM Corporate Debt | JP Morgan CEMBI Broad Diversified | USD | Emerging Markets Corporate Debt | - |
| Emerging Markets Debt Diversified |
JP Morgan GBI EM Global Diversified |
USD | Emerging Markets Debt Fund | - |
| EMD Opportunities | JP Morgan JEMB Equal-weighted | USD | Emerging Markets Debt Opportunities | - |
| Emerging Markets Local Currency Debt |
JP Morgan GBI EM Global Diversified |
USD | Emerging Markets Debt Local Currency | - |
Government / Municipal
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Government | Bloomberg US Government Mortgage Bond | USD |
Government Securities | - |
| Municipal High Yield | Bloomberg Municipal HY Bond | USD |
Municipal High Income | - |
| Municipal Plus | Bloomberg Municipal Bond | USD |
Municipal Income | - |
| Municipal Short-Intermediate | Bloomberg Municipal Bond | USD |
Municipal Limited Maturity | - |
| Sovereign | Citigroup World Government Bond | USD |
- | - |
| Taxable Municipal | Bloomberg Taxable Municipal | USD EUR |
- | - |
| US Inflation Adjusted FI | Bloomberg US Treasury Inflation Protected Securities | USD |
Inflation-Adjusted Bond | - |