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למימוש המבצע
21.420
+0.110
+0.52%
20/05 - מידע המוצג בעיכוב. מטבע USD
- דירוג Morningstar:
- סך נכסים: 18.04M
MFS Mid Cap Growth Fund Class 529A
21.420
+0.110
+0.52%
- כללי
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0P0000354J - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת MFS Mid Cap Growth Fund Class 529A. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של 0P0000354J – וכן מידע נוסף.
פרטי התקשרות
כתובת
111 Huntington Avenue
Boston,MA 02199-7632
United States
Boston,MA 02199-7632
United States
טלפון
+1 8779606077
אינטרנט
www.mfs.com
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Eric Braz | Equity Portfolio Manager | 2021 | עכשיו |
| ביוגרפיה | Eric J. Braz, CFA - Investment Officer - Equity Portfolio Manager - Joined MFS in 2007; previous positions include Equity Research Analyst. - Previous experience includes 3 years as Consultant at Bates and White, LLC. - Additional MFS experience includes participation in MFS' Summer MBA Internship Program in 2006. - Affiliations include CFA Institute, CFA Society of Boston - University of Chicago, Master of Business Administration, Robert Toigo Foundation Fellow - Pennsylvania State University, BS | ||
| Paul J. Gordon | Equity Portfolio Manager | 2011 | עכשיו |
| ביוגרפיה | Paul J. Gordon - Investment Officer - Equity Portfolio Manager - As an Equity 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 2004 - Previous experience includes 3 years as Equity Research Associate at Fidelity Investments Management and Research Co. - Babson College, BS, cum laude | ||
| Eric B. Fischman | Investment Officer | 2008 | עכשיו |
| ביוגרפיה | Eric B. Fischman, is an investment officer and portfolio manager at MFS Investment Management® since Novembwe 2019. Eric joined MFS as an equity research analyst in 2000 and was named portfolio manager in 2002. Prior to joining MFS he served as an equity research analyst at State Street Research and he was a staff attorney at the Federal Reserve Board in Washington, D.C. He earned an MBA from Columbia Business School, a Juris Doctorate degree from Boston University School of Law, and a Bachelor of Arts degree from Cornell University. He also holds the Certified Financial Analyst designation. | ||
| Matthew D. Sabel | Investment Officer | 2014 | 2018 |
| ביוגרפיה | Matthew Sabel is an investment officer and portfolio manager at MFS Investment Management® (MFS®) since September 2018. Matt joined MFS in 2009 and was named portfolio manager in 2011. Previously, he spent nine years at Fidelity Management and Research Company. He also served as an associate consultant at Putnam Associates for two years. He began his career in financial services as a mutual fund accountant at Investors Bank and Trust in 1997. Matt earned a Bachelor of Arts degree cum laude from Tufts University. | ||
| David C. Degroff | Portfolio Manager | 2008 | 2011 |
| ביוגרפיה | David C. Degroff is a Portfolio Manager and Investment Officer with MFS. Mr. Degroff has been with the company since 1997. | ||
| Eric J. Weigel | Portfolio Manager | 2007 | 2008 |
| ביוגרפיה | Investment Officer Quantitative Equity Portfolio Manager Serves on: MFS Quantitative Research Committee Responsible for final buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. Joined MFS in 2007 with over 19 years of industry experience Previous experience includes: two years as the Founder and Portfolio Manager for Long Point Partners, LLC; one year as Chief Investment Officer for Milestone International; six years at Pioneer Investments in various roles including Portfolio Manager, Head of the U.S. Growth Team, and Director of Quantitative Research; and four years as Head of Global Asset Allocation for Chancellor LGT Asset Management Author of several articles published in journals such as the Financial Analyst Journal, the Journal of Portfolio Management, and the Journal of Investing. Frequent appearances on CNBC Squawk Box, Bloomberg TV | ||
| Matthew W. Krummell | Investment Officer,Portfolio Manager | 2006 | 2008 |
| ביוגרפיה | Lead 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 2001 Previous experience includes 3 years as Analyst and Portfolio Manager at Pioneer Investments; 2 years as Assistant Vice President at Putnam Investments; 3 years as Associate at Mellon Capital Management. Affiliations include Boston Security Analysts Society, Inc., CFA Institute. University of Chicago, MBA University of California, Berkeley, BA, Phi Beta Kappa | ||
| David M. Earnest | Portfolio Manager, Vice President | 2005 | 2006 |
| ביוגרפיה | Earnest is portfolio manager. He is vice president of MFS and has served the company since 2003.Prior to 2003, he was a portfolio manager and analyst of Manning & Napier. | ||
| David E. Sette-Ducati | Senior Vice President | 2000 | 2006 |
| ביוגרפיה | Sette-Ducati serves as senior vice president and portfolio manager with MFS Investment Management. He joined the firm in 1995 as a research analyst. | ||
| Eric B. Fischman | Investment Officer | 2002 | 2005 |
| ביוגרפיה | Eric B. Fischman, is an investment officer and portfolio manager at MFS Investment Management® since Novembwe 2019. Eric joined MFS as an equity research analyst in 2000 and was named portfolio manager in 2002. Prior to joining MFS he served as an equity research analyst at State Street Research and he was a staff attorney at the Federal Reserve Board in Washington, D.C. He earned an MBA from Columbia Business School, a Juris Doctorate degree from Boston University School of Law, and a Bachelor of Arts degree from Cornell University. He also holds the Certified Financial Analyst designation. | ||
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