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Mfs Value Fund Class 529a (0P00003537)

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MFS Value Fund Class 529A historical data, for real-time data please try another search
47.980 +0.090    +0.19%
20/05 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  MFS
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 43.14M
MFS Value Fund Class 529A 47.980 +0.090 +0.19%

0P00003537 Overview

 
On this page you'll find an in-depth profile of Mfs Value Fund Class 529a. Learn about the key management, total assets, investment strategy and contact information of 0P00003537 among other information.
Category

Large Value

Total Assets

43.14M

Expenses

0.81%

Inception Date

Jul 31, 2002

Contact Information

Address 111 Huntington Avenue
Boston,MA 02199-7632
United States
Phone +1 8779606077

Top Executives

Name Title Since Until
Katherine A. Cannan Associate 2019 Now
Biography Katherine Ann Cannan - Investment Officer - 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 2013; previous positions include Equity Research Analyst; MFS Summer Intern. - Previous experience includes 2 years as Associate at Thomas H. Lee Partners; 2 years as Analyst at Goldman, Sachs & Co.. - Northwestern University, Bachelor of Arts, magna cum laude, Phi Beta Kappa - Harvard Business School, Master of Busi
Nevin P. Chitkara Investment Officer 2006 Now
Biography Nevin Chitkara is an investment officer of MFS Investment Management (MFS®) and a portfolio manager of the firm's value, total return, and global total return portfolios. Prior to being named portfolio manager in 2006, Nevin was an equity research analyst specializing in the business services, cellular telephone, and telephone services industries. Nevin joined MFS in 1997. Previously, he served on the corporate audit and business development staffs of General Electric Co.
Steven R. Gorham Portfolio Manager 2002 2020
Biography Steven R. Gorham, CFA, is an investment officer of MFS Investment Management® (MFS®) and a portfolio manager of the value and global balanced portfolios of our mutual funds, variable annuities, and institutional investment products. Steve joined MFS in 1989 as a teleservices representative and became a member of the Financial Advisor Division sales desk in 1991. In 1992 he joined the Equity Research Department, and he became a research analyst in 1993 and an investment officer in 1996. He was named portfolio manager in 2000.
Edward B. Baldini Senior Managing Director 2004 2005
Biography Edward B. Baldini, CFA, is a Senior Managing Director and Associate Director of Investment Strategy and Risk of Wellington Management. Mr. Baldini joined Wellington Management as an investment professional in 2005.
Lisa B. Nurme Director 1996 2004
Biography Nurme is senior vice president of MFS Investment Management and director of conservative portfolio management. She joined the firm in 1987 as a research analyst. She was named investment officer in 1990, assistant vice president in 1991, vice president in1992, portfolio manager in 1995, senior vice president in 1998, and director of conservative portfolio management in 1999.
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