MFS Moderate Allocation Fund Class 529A(EAMDX)

美國基金

從投資組合中新增/移除新增至觀察名單

MFS Moderate Allocation 529A歷史數據，更多實時行情請使用搜索框搜索獲取。

18.52 +0.05 +0.27%

20/05 - 延遲資料. USD 貨幣

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: 357.1M

EAMDX綜觀

你可在本頁找到深入的MFS Moderate Allocation Fund Class 529A公司檔案，包括EAMDX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

Allocation--50% to 70% Equity

總資產

357.1M

費用

0.39%

基金成立

37468

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
Natalie I. Shapiro	Investment Officer of MFS	2018	now
自傳	Natalie I. Shapiro, Ph.D. is an Investment Officer, Portfolio Manager and Quantitative Fixed Income Research Analyst at MFS Investment Management® (MFS®). Prior to joining MFS in 1997, Natalie served as a research associate for the Federal Reserve Bank of Boston. Natalie has earned a bachelor's degree from Wellesley College and a doctorate from the University of Pennsylvania.
Joseph C. Flaherty	Investment Officer	2002	now
自傳	Joseph C. Flaherty, Jr., is an investment officer and chief investment risk officer at MFS Investment Management® (MFS®). He serves as the director of the MFS' Quantitative Solutions group and is a portfolio manager of the firm's asset allocation portfolios. Joe joined MFS as a fixed-income quantitative research associate in 1993 and was named quantitative research analyst in 1996. He became manager of the Quantitative Research Group and portfolio manager in 1999, director of Fixed Income Quantitative Research in 2004, and director of the Quantitative Solutions Team in 2005.
Jonathan W. Sage	Investment Officer, Portfolio Manager	2002	2005
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.
Richard B. Biagini	Vice President, quantitative Analyst	2002	2005
自傳	Biagini is a vice president and quantitative equity research analyst with MFS, his employer since 1993. Previously he is a project manager, analyst, and programmer for Computer Associates International, Inc.
James C. Fallon	Investment Officer, Portfolio Manager	2002	2005
自傳	James C. Fallon - Investment Officer - Portfolio Manager - 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 1999; previous positions include Equity Research Associate; Securities Lending Administrator. - 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
Pauline P. Ju	quantitative Analyst	2002	2005
自傳	Ju is a quantitative equity research analyst with MFS since 2003. Previously Ju was a research assistant for the University of Notre Dame. Prior to that Ju had worked one year as an associate and two years as an analyst in the Investment Banking Group for Guotai Jun'an Securities Co., LTD. Ju holds the Chartered Financial Analyst designation.
Michael J. Kim	quantitative Analyst	2002	2005
自傳	Kim is a quantitative equity research analyst with MFS since 2003. Previously he was a quantitative equity research analyst for Pioneer Investments. Prior to that, he had worked two years as an investment associate for Putnam Investments and two years as an assistant marketing analyst for Hudson River Group.
John (Jed) E. Stocks	Investment Officer, Portfolio Manager, Quantitative Risk Management	2002	2005
自傳	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.
T.W. Edward Lau	quantitative Analyst	2002	2005
自傳	Lau is a quantitative fixed income research analyst with MFS, his employer since 2005. Previously he has worked six years for JP Morgan/Chase Bank (formerly Bank One) in various roles including Vice President for Decision Technologies, Acquisition Marketing Analytics, and Research & Development.
Benjamin R. Nastou	Investment Officer of MFS	2002	2005
自傳	Benjamin R. Nastou, CFA, is an investment officer, portfolio manager and quantitative research analyst at MFS Investment Management® (MFS®). He is a member of the portfolio management teams of the firm's commodity and global multi-asset strategies. Ben joined MFS in 2001 as a fixed income research associate and was promoted to quantitative research analyst in 2003. He was named portfolio manager in 2010. Ben has a bachelor's degree from Dartmouth College. He is a member of the Boston Security Analysts Society, Inc., and holds the Chartered Financial Analyst designation from the CFA Institute.

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