Equity Insight
The 2026 Russell Reconstitution: Major Shifts in Style Indices
What investors can expect from this year’s annual FTSE Russell index reconstitution, for both growth and value.
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.
Equity Insights
Equity Insight
The 2026 Russell Reconstitution: Major Shifts in Style Indices
June 26, 2026
What investors can expect from this year’s annual FTSE Russell index reconstitution, for both growth and value.
Equity Insight
Factor Dynamics Through the Cycle
May 6, 2026
In this paper we analyze factor dynamics through the US economic cycle and show that fluctuations in economic activity and economic cycle phases can be relevant to factor performance.
Equity Insight
Building a Systematic Approach to Identify Stock Sell Signals
March 10, 2026
We 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.
Market Pulse
Market Pulse
Market Pulse
July 6, 2026
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.