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The investment seeks total return with an emphasis on income exempt from federal income tax, but also considering capital preservation. The fund invests, under normal market conditions, at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax. Interest from the fund's investments may be subject to the federal alternative minimum tax. Its investment adviser normally invests the fund's assets primarily in municipal instruments. The fund's dollar-weighted average effective maturity will normally not exceed five years.
Name | Title | Since | Until |
---|---|---|---|
Megan Poplowski | - | 2022 | Now |
Biography | Employed in the investment area of MFS since 2015 | ||
Michael L. Dawson | Investment Officer | 2021 | Now |
Biography | Michael L. Dawson is an investment officer and a portfolio manager of MFS Investment Management® (MFS®). Michael joined MFS in 1998 and was named portfolio manager in 1999. Prior to joining MFS, Michael worked in institutional sales - fixed income for Fidelity Capital Markets and Goldman Sachs. Prior to that, he was a research analyst in the municipal bond group at Franklin Templeton. He is a graduate of Santa Clara University and received an MBA degree from Babson College in 1999. He is a member of the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts. | ||
Jason R. Kosty | Portfolio Manager | 2014 | Now |
Biography | Mr. Kosty, Investment Officer and Portfolio Manager of MFS Investment Management, has been employed in the investment area of MFS since 2003. | ||
Geoffrey L. Schechter | Investment Officer | 2000 | Now |
Biography | Geoffrey L. Schechter, CFA, CPA, is an investment officer at MFS Investment Management® (MFS®) and a portfolio manager of the firm's government securities and municipal bond portfolios. Geoff joined MFS as an investment officer in 1993 after working as a municipal credit analyst with a major insurance company. He was named portfolio manager in 1993. Geoff is a graduate of the University of Texas and has an MBA degree from Boston University. He holds the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management. | ||
Michael L. Dawson | Investment Officer | 2000 | 2005 |
Biography | Michael L. Dawson is an investment officer and a portfolio manager of MFS Investment Management® (MFS®). Michael joined MFS in 1998 and was named portfolio manager in 1999. Prior to joining MFS, Michael worked in institutional sales - fixed income for Fidelity Capital Markets and Goldman Sachs. Prior to that, he was a research analyst in the municipal bond group at Franklin Templeton. He is a graduate of Santa Clara University and received an MBA degree from Babson College in 1999. He is a member of the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts. | ||
Christopher J. Mier | Senior Vice President, Portfolio Manager | 1999 | 2000 |
Biography | Mier is senior vice president and a portfolio manager with MFS Investment Management, his employer since April 1999. Prior to joining the firm, he spent 13 years as a managing director and portfolio manger in the municipal bond department at a major international money manager. Mier is a Chartered Financial Analyst. | ||
Robert A. Dennis | Head, Senior Vice President | 1992 | 1999 |
Biography | Dennis is a senior vice president and municipal fixed-income department head with Massachusetts Financial Services, his employer since 1980. He was named an assistant vice president in 1981, and assumed the position of vice president of investments in 1983. Previously, he spent five years as a vice president of investments with Scudder, Stevens & Clark. Dennis is a Chartered Financial Analyst and a past chair of the Boston Municipal Analysts Forum. |
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