MFS

At MFS Investment Management, we have a rich history dating back to 1924 when we launched the first US open-end mutual fund, the Massachusetts Investors Trust. This pioneering effort opened the door to investing for millions and laid the foundation for our continued commitment to providing long-term value responsibly to a diverse range of clients. Our approach integrates collective expertise, thoughtful risk management, and long-term discipline, enabling us to navigate various market environments effectively.

With over 2,100 employees and assets under management exceeding $605 billion, MFS stands as a leader in the investment management industry. We serve a global client base, including financial advisors, individual investors, and institutional organizations such as pension funds and endowments. Our investment products encompass a wide array of mutual funds and bespoke institutional solutions that reflect our enduring mission to uphold the highest standards of customer care. As we celebrate our centennial, we remain fervently focused on our founding principle of stewardship, ensuring we always act in our clients' best interests and contribute positively to the communities we serve.