John E. Stocks, CFA, is an investment officer and a quantitative research analyst at MFS Investment Management® (MFS®). He is a member of the Quantitative Solutions team. His responsibilities include conducting research and analysis associated with alpha generation, risk management and asset allocation.
He works closely with other members of the investment team to identify and prioritize research topics most relevant to the investment process.
John began his career in the financial services industry as a teleservices representative for MFS beginning in 1999 and later re-joined MFS in 2001 as a quantitative research associate. In between, John worked as a client services specialist and order desk specialist at Patagon.com Securities.
John earned a bachelor's degree from Lehigh University. He is a member of the Boston Security Analysts Society, Inc. and is a CFA charter holder.
| Ticker | Fund Name | Net Asset ($ 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