MFS Growth Strategy - Quarterly Portfolio Update
How We Invest
In 1924, MFS launched the first open-end mutual fund in the US, and in 1932 we built one of the industry's first in-house research departments. Today, we have nearly a century of active management expertise and invest around the globe.
Our focus remains the same — fundamental research that strives to spot long-term opportunities and indentify risks. We would rather find good performance that lasts than great performance that doesn't.
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Equity Insights
Equity Insights
Equity InsightBuilding a Systematic Approach to Identify Stock Sell Signals
March 10, 2026We believe our sell model is a useful risk tool to have in portfolio management. It identifies stocks that are vulnerable and likely to underperform in the next few months.Equity InsightInternational Large-Cap Value: The Forgotten Asset Class
March 6, 2026Investors seeking to capture the benefits of diversification may be well served by an allocation to international large cap value given its sector composition and the low correlation of the asset class to US equity markets.
Equity InsightSignal in Sync: Designing Quantitative Models to Align with Fundamental Timeframes
February 17, 2026Our quantitative models are tailored to complement the longer-term perspective of fundamental research, creating a unique synergy. Through our Blended Research® process, we focus on the intersection of insights from both quantitative models and fundamental analysts, rather than relying on either independently, to uncover distinct alpha opportunities.
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Market Pulse
Market Pulse
Market PulseMarket Pulse
March 5, 2026Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
Equity Insights
Building a Systematic Approach to Identify Stock Sell Signals
International Large-Cap Value: The Forgotten Asset Class
Investors seeking to capture the benefits of diversification may be well served by an allocation to international large cap value given its sector composition and the low correlation of the asset class to US equity markets.
Signal in Sync: Designing Quantitative Models to Align with Fundamental Timeframes
Market Pulse
Market Pulse
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.