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MFS Research Fund Class I(MRFIX)

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61.11 +0.09    +0.15%
09/05 - 關閉. 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: 4.35B
MFS Research I 61.11 +0.09 +0.15%

MRFIX綜觀

 
你可在本頁找到深入的MFS Research Fund Class I公司檔案,包括MRFIX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

4.35B

費用

1.07%

基金成立

35432

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
Joseph G. MacDougall Portfolio Manager 2008 now
自傳 - As an Equity Institutional Portfolio Manager, participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Communicates investment policy, strategy, and positioning., . - Joined MFS in 2000; previous positions include Senior Product Manager. - Affiliations include CFA Institute, CFA Society of Boston,. - Boston University, MBA - Boston College, BS
Katrina A. Mead Portfolio manager 2005 2011
自傳 Value Equity Portfolio Manager - Participates in the research process and strategy discussions, assesses portfolio risk, collaborates on portfolio construction, manages daily cash flows, and communicates investment policy and strategy - Joined MFS in 1997 as an Equity Research Analyst following global auto & auto parts, medical devices, telecom & networking and U.S. regional banks; named Associate Portfolio Manager in 2002; named Portfolio Manager in 2004
Alec C. Murray Vice President 1999 2001
自傳 Murray is vice president and associate director of equity research of MFS Investment Management. He joined the firm in 1993 as a research analyst following the biotechnology, pharmaceutical, and telecommunications equipment industries. He was named assistant vice president in 1996 and vice president in 1997.
Kevin R. Parke Senior Vice President 1995 1999
自傳 Parke joined Massachusetts Financial Services in 1985 as an industry specialist in the research department, and was named senior vice president of investments in 1993. Prior to joining the company, he spent two years as a staff accountant at Price Waterhouse. A value investor, he focuses on companies that are established market leaders with reasonable price/earnings multiples. A history buff, Parke also enjoys running and spending time with his family.
William J. McAdams Vice President, Director 1993 1995
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.
John W. Ballen president/chief Investment Officer 1991 1993
自傳 Ballen is president, chief investment officer, and a member of the management committee and board of directors of MFS Investment Management. He joined the firm in 1984 as a research analyst. Later, he was named investment officer and portfolio manager in 1986, vice president in 1987, director of research in 1988, senior vice president in 1990, director of equity portfolio management in 1993, chief equity officer in 1995.
Frederick J. Simmons Senior Vice President 1988 1991
自傳 Simmons is a senior vice president with MFS Investment Management, his employer since 1971. Previously, he spent four years as a senior analyst with Scudder, Stevens & Clark. Simmons is a Chartered Financial Analyst, a member of the Boston Security Analysts Society, and a past president of the Electronic Analysts of Boston.
Reginald Foster - 1979 1988
Richard E. Dahlberg Managing Director 1971 1979
自傳 Dahlberg has been associated with U.S. Trust since July, 2007 and has been associated with Columbia Management Advisors, LLC or its predecessors since September, 2003. Prior to joining Columbia Management Advisors, LLC in September, 2003, he was with Grantham, Mayo, Van Otterloo & Co. LLC from November, 2001 to December, 2002. Dahlberg holds the Chartered Financial Analyst designation.
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