
MFS Investment Management has a long history of managing assets, dating back to 1924. The company has grown significantly over the years, with a current presence in over 20 countries worldwide.
MFS Investment Management has a diverse range of investment products and services, including mutual funds, exchange-traded funds (ETFs), and institutional investment solutions. This diversity allows the company to cater to a wide range of clients, from individual investors to large institutional clients.
As of 2022, MFS Investment Management had over $700 billion in assets under management (AUM). This number reflects the company's success in managing investments and providing value to its clients.
Additional reading: Institutional Asset Management
Historical AUM
Historical AUM has seen significant growth over the years. In 2000, assets under management (AUM) were around $2.3 trillion. This number has steadily increased, with a notable jump to $4.6 trillion by 2007.
The financial crisis of 2008 had a significant impact on AUM, with a decline to $2.4 trillion in 2009. However, the industry has since recovered, with AUM reaching $4.2 trillion in 2010.
The growth of the industry can be attributed to the increasing popularity of mutual funds and the expansion of investment options. By 2019, AUM had reached $4.7 trillion, with a significant portion attributed to index funds and ETFs.
Curious to learn more? Check out: State Street Global Advisors Assets under Management
Frequently Asked Questions
Who owns MFS Investment Management?
MFS Investment Management is owned by Sun Life Financial, a Toronto-based company. For more information, visit the Investor Relations section of sunlife.com.
Are MFS funds any good?
MFS funds have a strong track record of steady returns, with some avoiding high-risk investments to boost their bottom line. Over the past three years, MFS funds have delivered a 9.25% return, a notable achievement in a competitive market.
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