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Fund Families



Latest Q&A Based Profiles ( 9 Interview )


Brooks Taylor

Fund Profile

Quality Mid Caps

Large-Cap > Core

MFS Mid Cap Value Fund

FGIQX

Jun 6, 2013

Mid cap companies have dual advantage of mature management and financial strength and better opportunities to expand and grow than large cap companies. Brooks Taylor and Kevin Schmitz look for stocks where expectations are low and companies have room for improvements.
Robert D. Persons

Fund Profile

Balance in Corporate and Sovereign Risks

Consumer Goods-Services > NA

MFS Research Bond Fund

FDIGX

Jul 7, 2012

In the world of fixed-income investing, relative value can be found in various bonds across the entire risk spectrum. Robert D. Persons explains how the MFS Research Bond Fund sizes up the market environment to determine the most appropriate level of risk in the portfolio. The research-driven team of portfolio
Thomas Melendez

Fund Profile

Buying the Whole International Race

Natural Resources-Materials > NA

MFS International Diversification Fund

DLDCX

Aug 8, 2006

Since international exposure usually represents only a small part of investors’ assets, it is most often concentrated only in the style that has recently outperformed as advisors rarely have the capacity to offer more diversification. Recognizing that demand for style-specific non-US investing will grow, MFS has bundled together its five flagship
John F. Addeo

Fund Profile

Avoiding Mistakes in a Risky Field

NA > NA

MFS High Yield Opportunities Fund

DGEFX

Mar 3, 2006

Risk taking is a way of life for high yield bond managers who operate at the least secure part of the market. John Addeo manages the MFS High Yield Opportunities fund with the understanding that bond investors usually don't have the chance to find home runs that offset mistakes. The fund's
Barnaby Wiener

Fund Profile

Conservativeness in a Global Context

Multi-Cap > Value

MFS International Value Fund

DENVX

Oct 10, 2005

Barnaby Wiener, the manager of MFS International Value Fund, combines a conservative approach to managing investors’ money with bravery when he has enough confidence in a story. He doesn't like grand projections on the direction of the world and stays focused within his expertise – bottom-up stock selection, which involves
G. Michael Mara

Fund Profile

Trust the Model

Small-Cap > Growth

Penn Street Sector Rotational Portfolio

DADGX

Jan 1, 2004

In a market longing for risk control, stability, and predictability, it is no surprise to find good asset management ideas born in trusts and other wealth management departments. When Michael Mara left his trust job, he had one of those ideas and a plan to implement it in a mutual
Edward B. Baldini

Fund Profile

Stability Pays

Small-Cap > Value

MFS Total Return Fund

CWSIX

Dec 12, 2003

Running a consistent top-quintile performer over the past 10-year, 5-year, and 3-year periods by sticking to the textbook principles of portfolio construction is what Ed Baldini’s team is doing at the MFS Total Return Fund. The manager told Ticker how the classic 60% stocks over 40% bonds structure never goes
Kenneth J. Enright

Fund Profile

Winning with the A-Team

Infrastructure > NA

MFS Strategic Value Fund

CSUZX

May 5, 2003

Flexibility has enabled Kenneth J. Enright, portfolio manager of the MFS Strategic Value A Fund, to achieve a 5-year return of more than 9% and a four-star ranking from Morningstar. TICKER learned the manager attributes his success to an 'A Team' of hard-working analysts at the Boston-based fund shop.
Peggy Adams

Fund Profile

Growth at the Core

Multi-Cap > Growth

MFS Core Growth Fund

CSMMX

Feb 2, 2003

Although off more than 25% for the year, the MFS Core Growth A Fund still sports a five-year return of better than 3%. Co-manager Peggy Adams thinks that after two years of cost cutting, large-cap growth companies earnings will improve in 2003.

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