MFS to Convert Core Bond Mutual Fund Into Active ETF in March 2027
MFS plans to convert the MFS Core Bond Fund into the newly created MFS Active Core Bond ETF through a tax-free reorganization expected to close around March…
Everything we have filed on MFS — 7 stories covering launches, filings, fund changes and closures.
MFS plans to convert the MFS Core Bond Fund into the newly created MFS Active Core Bond ETF through a tax-free reorganization expected to close around March…
MFS has filed for the MFS Active Core Bond ETF, an actively managed strategy that will normally invest at least 80% of assets in investment-grade debt. The…
MFS has launched two actively managed short-duration fixed income ETFs: the MFS Active Short Muni Bond ETF (MFSX) and MFS Active Short Duration Income ETF…
The MFS Active Short Muni Bond ETF will invest at least 80% of assets in municipal securities whose interest is exempt from U.S. federal income tax. The…
The MFS Active Short Duration Income ETF will primarily invest in investment-grade debt, including U.S. government bonds, corporate debt, securitized assets…
MFS has launched the MFS Active International Value ETF (MIVL), an actively managed fund that invests primarily in undervalued non-U.S. companies, including…
MFS has launched the Blended Research® Small-Mid Cap ETF (BRSM), an actively managed fund focused on U.S. small- and mid-cap companies. The ETF combines…