MFS Municipal High Income Fund Class I(MMIIX)

美國基金

從投資組合中新增/移除新增至觀察名單

7.33 +0.01 +0.14%

14/05 - 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: 債券

晨星評級:
總資產: 1.78B

MMIIX綜觀

你可在本頁找到深入的MFS Municipal High Income Fund Class I公司檔案，包括MMIIX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

High Yield Muni

總資產

1.78B

費用

0.60%

基金成立

40695

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
Megan Poplowski	-	2022	now
自傳	Employed in the investment area of MFS since 2015
Jason R. Kosty	Portfolio Manager	2021	now
自傳	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	2002	now
自傳	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.
Gary A. Lasman	Portfolio Manager	2006	2023
自傳	Gary A. Lasman, CFA, is an Investment Officer of MFS Investment Management and Portfolio Manager of the firm's municipal bond portfolios. He joined MFS in 2002 as a municipal fixed income research analyst. Prior to that, he served an assistant portfolio manager and senior municipal analyst for Liberty Funds Group. Before that, he served as vice president in the municipal group for Thomson Financial Services; and senior account manager for The Industrial Indemnity Financial Corporation. Gary earned a Bachelor of Arts degree from the University of California and a Master of Business Administration degree from the University of Chicago. He is a member of the CFA Institute (formerly the Association for Investment Management and Research); Boston Security Analysts Society, Inc.; Boston Municipal Analysts Forum; and the National Federation of Municipal Analysts.
Michael W. Roberge	CEO	1997	2004
自傳	Joined MFS in 1996 as a Fixed Income Research Analyst; named Portfolio Manager in 1997; promoted to Associate Director of Fixed Income Research in 2000; promoted to Director of Fixed Income Research in 2002; promoted to Chief Fixed Income Officer and Director of Fixed Income Portfolio Management in 2004; named Chief Investment Officer U.S. Investments and Co-Director of Global Research in 2006 Previous experience includes: one year as a Senior Municipal Analyst and Associate Portfolio Manager for Colonial Management Associates, and four years as a Municipal Bond Analyst for Moody’s Investors Service Affiliation(s): CFA Institute; National Federation of Municipal Analysts; Boston Municipal Analysts Forum; Boston Securities Analysts Society, Inc. Hofstra University, MBA, with distinction Bemidji State University, BS, summa cum laude
Cynthia M. Brown	Managing Director	1993	1997
自傳	Cynthia M. Brown ■ Managing Director and Portfolio Manager ■ Managed the fund since 2015 ■ Rejoined subadvisor in 2013 ■ Managing Director of Municipal Research, Sterne Agee & Leach (2011–2013) ■ Director of Municipal Research, Gannet Welsh & Kotler (2008–2011) ■ Began business career in 1984 (including as an analyst and portfolio manager at the subadvisor from 2000 to 2003)
Robin S. Huntley	Senior Vice President	1984	1993
自傳	Huntley is senior vice president at Massachusetts Financial Services Company, her employer since 1984. Previously, she was a public-finance analyst at Mintz Levin from 1983 to 1984 and senior tax-exempt analyst at Fidelity Management and Research from 1976 to 1982. Huntley's investment strategy focuses on buying high-yield bonds to replace income lost from called bonds. She is a member of the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts.

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