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The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in U.S. equity securities. The Fund may also invest in equity securities of non-US companies, including those located in developed and emerging markets. In selecting investments for the Fund, MFS is not constrained to any particular investment style. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies) or in a combination of growth and value companies. The Fund may invest in companies of any size.The Fund may invest a relatively large percentage of the Fund's assets in single issuer or small number of issuers, and/or in issuers in a single sector or small number of sectors.
Name | Title | Since | Until |
---|---|---|---|
Jonathan W. Sage | Investment Officer, Portfolio Manager | 2015 | Now |
Biography | Jonathan W. Sage, CFA, is an investment officer and a portfolio manager at MFS Investment Management. He manages blended research equity strategies utilized by the firm's mutual funds and institutional accounts. He joined MFS in 2000 as a quantitative equity research analyst and was named a portfolio manager in 2005. Prior to joining MFS, Jonathan spent two years as a supervisor of portfolio administration for Santander Global Advisors, Inc. and three years as a senior mutual fund accountant for First Data Investor Services Group. | ||
James C. Fallon | Investment Officer, Portfolio Manager | 2015 | Now |
Biography | James C. Fallon is an investment officer and portfolio manager at MFS Investment Management®(MFS®). He manages domestic and international quantitative portfolios as a member of the MFS Quantitative Solutions team. James earned a bachelor’s degree from the University of New Hampshire and a Master of Business Administration degree from Boston University. He is a member of the CFA Institute and the Boston Security Analysts Society. | ||
John (Jed) E. Stocks | Investment Officer, Portfolio Manager, Quantitative Risk Management | 2015 | Now |
Biography | As a Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2001; previous positions include Quantitative Research Analyst; Quantitative Research Associate; Teleservices Representative. - Previous experience includes 1 year as Client Service Specialist and Order Desk Specialist at Patagon.com Securities.- John re-joined the firm in 2001. His original start date was February 1999. | ||
Matthew W. Krummell | Investment Officer,Portfolio Manager | 2015 | Now |
Biography | Investment Officer As a Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk and cash management. Participates in the research process and strategy discussions. Joined MFS in 2001 Previous experience includes 3 years as Analyst and Portfolio Manager at Pioneer Investments; 2 years as Assistant Vice President at Putnam Investments; 3 years as Associate at Mellon Capital Management. Affiliations include Boston Security Analysts Society, Inc., CFA Institute. University of Chicago, MBA University of California, Berkeley, BA, Phi Beta Kappa |
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