James C. Fallon is an investment officer and a portfolio manager at MFS Investment Management® (MFS®). James manages domestic and international quantitative portfolios as a member of the MFS Quantitative Solutions Team.
As a portfolio manager, James is responsible for final buy and sell decisions, portfolio construction, and risk and cash management. Additionally, he participates in the research process and strategy discussions. He is based in MFS' Boston office.
James joined MFS in 1999 as a securities lending administrator. He was promoted to equity research associate in 2000, and was named equity quantitative research analyst in 2001. He assumed his current role in 2007.
Prior to joining MFS, James served as mutual fund custody accountant for Investors Bank & Trust and as a financial analyst for Bardon Trimount.
James earned a bachelor's degree from the University of New Hampshire and a MBA from Boston University. James is a member of the Boston Security Analysts Society.
| Ticker | Fund Name | Net Asset ($ M)* |
|---|---|---|
| BMSBX | MFS Blended Research Mid Cap Equity Fund | $474.5 M |
| BRUDX | MFS Blended Research Value Equity Fund | $241.5 M |
| BRWAX | MFS Blended Research Growth Equity Fund | $231.8 M |
| MUEAX | MFS Blended Research Core Equity Fund | $989.9 M |
| BRSBX | MFS Blended Research Small Cap Equity Fund | $313.7 M |
| MLVAX | MFS Low Volatility Equity Fund | $455.3 M |
| BRXAX | MFS Blended Research International Equity Fund | $552.5 M |
| BRKAX | MFS Blended Research Emerging Markets Equity Fund | $45.3 M |
| MVGAX | MFS Low Volatility Global Equity Fund | $255.5 M |
| EQNAX | MFS Equity Income Fund | $359.9 M |
* Net Assets include for all classes