Massachusetts Financial Services Company (MFS) offers investment advice to institutional clients like pension plans, charities, and insurance companies, as well as pooled investment vehicles such as mutual funds and exchange-traded funds (ETFs). MFS also sub-advises investment companies for other registered investment advisors. MFS may provide portfolio management, research, and trading services for non-U.S. accounts managed by other members of the MFS Global Group.
Fee Structure
MFS's investment advisory fees are based on a percentage of the assets they manage, and the percentage depends on the type of investment strategy. These fees are negotiable and may vary based on factors such as the size of the account, the client's relationship with MFS, and how the client accesses MFS's services. MFS may temporarily waive or reduce advisory fees for certain clients. If MFS invests a client's assets in shares of an MFS Global Fund, the client will receive a credit equal to their share of the fund's advisory fee.