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A Pioneer of Active Investing

EXPANDING CLIENT CHOICE WITH ACTIVE ETFs

View ETF Product Listing

 


In 1924, MFS introduced the first US open-ended mutual fund. It gave ordinary people access to professional management, a diversified portfolio, transparency and liquidity. These features are just as important today and have shaped our investment platform for a century.  

We launched our suite of actively managed ETFs as another way to help investors achieve their long-term goals, so they can build the futures they want. 
 

  • Choice for clients

     

    The benefit of choice

    For 100 years, MFS has provided investment vehicle choice so our clients could choose the vehicle that best suited their needs. That's why we've added ETFs to our vehicle line up — to provide more choice and help clients benefit from the potential advantages of ETFs.

    /content/dam/mfs-enterprise/videos/brightcove/external/3623811476001/1816439526463056153.mp4/jcr:content/renditions/brc_poster.png
    Market Insight | Watch

    MFS Active ETFs: An Approach Backed by 100 Years of Experience | Transcript

    Carol Geremia and Ted Maloney discuss our long history of active management and how we have evolved to meet client needs. Ted also touches on our decision to launch our suite of active ETFs and our active approach to managing them.

    /content/dam/mfs-enterprise/videos/brightcove/external/3623811476001/1816252019636113254.mp4/jcr:content/renditions/brc_poster.png
    Market Insight | Watch

    Introducing MFS Active ETFs: Choice for Our Clients | Transcript

    Dave Connelly, Head of Global Product, announces the launch of five MFS® Active ETFs, an exciting step in our 100-year journey to deliver long-term value to our clients.

    MFS Active ETFs: Exploring What Active ETFs Can Do For You

    MFS Active ETFs: Exploring What Active ETFs Can Do For You

    Our investor-approved ETF brochure can help your clients understand why choice matters when it comes to ETFs, and their tax efficiency and potential benefits.

  • ETF liquidity, myths and vehicle features

    A deep understanding of ETFs and the features of common investment vehicles, including ETFs, can help you determine which vehicle may be the best fit for your clients.

    /content/dam/mfs-enterprise/videos/brightcove/external/3623811476001/1816256159515836569.mp4/jcr:content/renditions/brc_poster.png
    Market Insight | Watch

    Inside MFS Active ETFs | Transcript

    Jamie Harrison, Head of ETF Capital Markets, explores the importance of ETF liquidity and how MFS focuses on multiple factors to try to deliver ETFs that offer reliable liquidity and cost-effective trading for clients.

    Debunking Five Common ETF Myths
    Market Insight

    Debunking Five Common ETF Myths

    Despite the popularity of ETFs, common misperceptions about them exist. Explore what’s fact versus fiction.

    Exploring the Features and Benefits of Common Investment Vehicles
    Investment Basics

    Exploring the Features and Benefits of Common Investment Vehicles

    Understand the similarities and differences of mutual funds, ETFs, CITs and SMAs and how they can fit in a portfolio.

  • MFS Active ETFs

    Our ETF lineup reflects a century of active management, and our focus on putting clients and investors first. These ETFs are based on some of our most popular mutual funds, and the same time-tested approaches that fueled their results fuel our ETFs. All with the goal of helping investors pursue their goals.

     

    MFS ETFs Ticker Benchmark
    US Equity
    MFS® Active Growth ETF MFSG

    Russell 1000® Growth Index
    MFS® Active Value ETF

    MFSV

    Russell 1000® Value Index
    International Equity
    MFS® Active International ETF

    MFSI

    MSCI All Country World Index (ACWI) ex-US
    Fixed Income
    MFS® Active Core Plus Bond ETF

    MFSB

    Bloomberg US Aggregate Bond Index
    MFS® Active Intermediate Muni Bond ETF

    MFSM

    Bloomberg Municipal 1–15 Year Index

    Exchange-Traded Funds (ETFs) trade like stocks, are subject to investment risk and will fluctuate in market value. Shares of ETFs are bought and sold at market price, not NAV, and are not individually redeemed from the fund. The market price at the time of sale may be higher or lower than the fund’s NAV, and any applicable brokerage commissions will reduce returns. There can be no guarantee that an active market for the funds will develop or be maintained.

    Before investing, consider the fund's investment objectives, risks, charges and expenses. For a prospectus or summary prospectus containing this and other information, contact MFS or view online at mfs.com. Please read it carefully.

    MFS registered investment products are offered through MFS® Fund Distributors, Inc., Member SIPC, 111 Huntington Avenue, Boston, MA 02199.

 

The benefit of choice

For 100 years, MFS has provided investment vehicle choice so our clients could choose the vehicle that best suited their needs. That's why we've added ETFs to our vehicle line up — to provide more choice and help clients benefit from the potential advantages of ETFs.

/content/dam/mfs-enterprise/videos/brightcove/external/3623811476001/1816439526463056153.mp4/jcr:content/renditions/brc_poster.png
Market Insight | Watch

MFS Active ETFs: An Approach Backed by 100 Years of Experience | Transcript

Carol Geremia and Ted Maloney discuss our long history of active management and how we have evolved to meet client needs. Ted also touches on our decision to launch our suite of active ETFs and our active approach to managing them.

/content/dam/mfs-enterprise/videos/brightcove/external/3623811476001/1816252019636113254.mp4/jcr:content/renditions/brc_poster.png
Market Insight | Watch

Introducing MFS Active ETFs: Choice for Our Clients | Transcript

Dave Connelly, Head of Global Product, announces the launch of five MFS® Active ETFs, an exciting step in our 100-year journey to deliver long-term value to our clients.

MFS Active ETFs: Exploring What Active ETFs Can Do For You

MFS Active ETFs: Exploring What Active ETFs Can Do For You

Our investor-approved ETF brochure can help your clients understand why choice matters when it comes to ETFs, and their tax efficiency and potential benefits.

ETF liquidity, myths and vehicle features

A deep understanding of ETFs and the features of common investment vehicles, including ETFs, can help you determine which vehicle may be the best fit for your clients.

/content/dam/mfs-enterprise/videos/brightcove/external/3623811476001/1816256159515836569.mp4/jcr:content/renditions/brc_poster.png
Market Insight | Watch

Inside MFS Active ETFs | Transcript

Jamie Harrison, Head of ETF Capital Markets, explores the importance of ETF liquidity and how MFS focuses on multiple factors to try to deliver ETFs that offer reliable liquidity and cost-effective trading for clients.

Debunking Five Common ETF Myths
Market Insight

Debunking Five Common ETF Myths

Despite the popularity of ETFs, common misperceptions about them exist. Explore what’s fact versus fiction.

Exploring the Features and Benefits of Common Investment Vehicles
Investment Basics

Exploring the Features and Benefits of Common Investment Vehicles

Understand the similarities and differences of mutual funds, ETFs, CITs and SMAs and how they can fit in a portfolio.

MFS Active ETFs

Our ETF lineup reflects a century of active management, and our focus on putting clients and investors first. These ETFs are based on some of our most popular mutual funds, and the same time-tested approaches that fueled their results fuel our ETFs. All with the goal of helping investors pursue their goals.

 

MFS ETFs Ticker Benchmark
US Equity
MFS® Active Growth ETF MFSG

Russell 1000® Growth Index
MFS® Active Value ETF

MFSV

Russell 1000® Value Index
International Equity
MFS® Active International ETF

MFSI

MSCI All Country World Index (ACWI) ex-US
Fixed Income
MFS® Active Core Plus Bond ETF

MFSB

Bloomberg US Aggregate Bond Index
MFS® Active Intermediate Muni Bond ETF

MFSM

Bloomberg Municipal 1–15 Year Index

Exchange-Traded Funds (ETFs) trade like stocks, are subject to investment risk and will fluctuate in market value. Shares of ETFs are bought and sold at market price, not NAV, and are not individually redeemed from the fund. The market price at the time of sale may be higher or lower than the fund’s NAV, and any applicable brokerage commissions will reduce returns. There can be no guarantee that an active market for the funds will develop or be maintained.

Before investing, consider the fund's investment objectives, risks, charges and expenses. For a prospectus or summary prospectus containing this and other information, contact MFS or view online at mfs.com. Please read it carefully.

MFS registered investment products are offered through MFS® Fund Distributors, Inc., Member SIPC, 111 Huntington Avenue, Boston, MA 02199.

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