What is the minimum investment requirement for MFS Investment Management products?

Asked a year ago
The minimum investment requirement for MFS Investment Management products varies depending on the specific product and account type. Generally, for individual accounts, the minimum investment ranges from $1,000 to $3,000. However, investors may have different requirements based on the type of account they choose, including retirement or institutional accounts. Some investment options, such as MFS Institutional Shares, may have higher minimums ranging from $25,000 to $250,000. Additionally, certain product offerings may require a higher minimum investment. It is important for potential investors to review the specific requirements outlined in the product's prospectus or consult with a financial advisor to ensure they meet the minimum investment requirement for their desired product.
Jeff Whelpley is the editor / author responsible for this content.
Answered May 3, 2024

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