MFS Blended Research Core Equity Fund Class R3(MUETX)

美國基金

從投資組合中新增/移除新增至觀察名單

35.73 -0.65 -1.79%

06/09 - 延遲資料. USD 貨幣 ( 免責聲明 )

種類: 基金

市場: 美國

發行者: MFS

資產類別: 股票

晨星評級:
總資產: 43.65M

MUETX綜觀

你可在本頁找到深入的MFS Blended Research Core Equity Fund Class R3公司檔案，包括MUETX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Large Blend

總資產

43.65M

費用

0.74%

基金成立

39693

聯絡資訊

地址 111 Huntington Avenue
Boston,MA 02199-7632
United States

電話 +1 8779606077

網絡 www.mfs.com

主要管理層

名稱	主旨	成立於	直至
James C. Fallon	Investment Officer, Portfolio Manager	2015	now
自傳	As a Quantitative Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., . - Joined MFS in 1999; previous positions include Equity Quantitative Research Analyst; Equity Research Associate; - Previous experience includes 1 year as Mutual Fund Custody Accountant at Investors Bank & Trust; 1 year as Financial Analyst at Bardon Trimount;. - Affiliations include CFA Institute, CFA Society of Boston,. - Boston University, MBA - University of New Hampshire, BA
John (Jed) E. Stocks	Investment Officer, Portfolio Manager, Quantitative Risk Management	2015	now
自傳	- Quantitative Portfolio Manager - Investment Officer - As a Quantitative Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., . - Joined MFS in 1999; previous positions include Quantitative Research Analyst; Quantitative Research Associate; Teleservices Representative;. - John re-joined the firm in 2001. His original start date was February 1999. - Affiliations include CFA Institute, CFA Society of Boston,. - Lehigh University, BS
Matthew W. Krummell	Investment Officer,Portfolio Manager	2008	now
自傳	- As a Quantitative Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., . - Joined MFS in 2001. - Previous experience includes 3 years as Analyst at Pioneer Investments; 2 years as Assistant Vice President at Putnam Investments; 3 years as Associate at Mellon Capital Management;. - Affiliations include CFA Institute, CFA Society of Boston,. - University of Chicago, MBA - University of California, Berkeley, BA, Phi Beta Kappa
Jonathan W. Sage	Investment Officer, Portfolio Manager	2005	now
自傳	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 Perkins	Senior Vice President	2000	2005
自傳	Quantitative Equity Portfolio Manager - Participates in the research process and strategy discussions, maintains overall responsibility for portfolio construction, final buy and sell decisions, and risk management - Joined MFS in 1983 as a Programmer/Analyst in the Operations Research Department; promoted to Director of Equity Technology and Quantitative Research in 1986; promoted to Quantitative Equity Research Analyst in 1986; named Portfolio Manager in 2000
Lisa B. Nurme	Director	2000	2004
自傳	Nurme is senior vice president of MFS Investment Management and director of conservative portfolio management. She joined the firm in 1987 as a research analyst. She was named investment officer in 1990, assistant vice president in 1991, vice president in1992, portfolio manager in 1995, senior vice president in 1998, and director of conservative portfolio management in 1999.
Mitchell D. Dynan	Vice President	1997	2000
自傳	Dynan joined MFS Investment Management as a member of the research department. He was named an assistant vice president in 1987 and a vice president in 1988. Dynan holds the Chartered Financial Analyst designation and is a member of the Boston Society of Security Analysts Federation.
William J. McAdams	Vice President, Director	1994	1997
自傳	McAdams is a vice president and director of research with Massachusetts Financial Services, his employer since 1984. He began managing portfolios for the company in 1988. McAdams was born June 20, 1959.

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