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Low Relative Correlation
MFS has a long tradition of helping advisors create well-diversified portfolios for their clients.
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Strong Performance
Strong performance for MFS® Sector Rotational Fund has been the direct result of the disciplined and quantitative approach employed by the portfolio manager since the fund's inception. Growth, value, and momentum factors are evaluated to find the most attractive stocks in promising sectors.
» View fact sheet with performance
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Sales Materials
Everything you need to support and grow your business. View the Mike Mara video. Download a brochure, sales idea, and a proven prospecting letter.
Mike Mara, Portfolio Manager
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You should check with your home office for your firm's list of approved MFS products. Be sure to consider your client's financial needs, goals, and risk tolerance before making any investment recommendations. 1 Correlation is a statistical measure of how investments move in relation to each other. The lower the correlation, the less similar the performance is among the investments. Diversification does not guarantee a profit or protect against a loss. 2 Source: Morningstar, Inc. If two portfolios hold the same security, the Morningstar Overlap Score adds the smallest common weightings of each security. 3 The Standard & Poor's 500 Stock Index (S&P 500) measures the broad U.S. stock market. The fund's benchmark is the Russell 1000 Index, which measures large-cap U.S stocks. The Russell 1000 Value Index and the Russell 1000 Growth Index measure large-cap value and large-cap growth stocks, respectively. Index performance does not include any investment-related fees or expenses. It is not possible to invest directly in an index. NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE MFS Fund Distributors, Inc., 500 Boylston Street, Boston, MA 02116. 1-800-343-2829, press 9, enter ext. 50773. 13654.2 |