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Mfs Blended Research Core Equity Fund Class R3 (MUETX)

US Funds

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34.57 -0.26 -0.75%

08:00:00 - Delayed Data. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 43.43M

Type: Fund

Market: United States

Issuer: MFS

Asset Class: Equity

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MUETX Overview

On this page you'll find an in-depth profile of Mfs Blended Research Core Equity Fund Class R3. Learn about the key management, total assets, investment strategy and contact information of MUETX among other information.

Investment Strategy

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.

Contact Information

Address 111 Huntington Avenue
Boston,MA 02199-7632
United States

Phone +1 8779606077

Web www.mfs.com

Top Executives

Name	Title	Since	Until
James C. Fallon	Investment Officer, Portfolio Manager	2015	Now
Biography	As a Quantitative 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 1999; previous positions include Equity Quantitative Research Analyst; Equity Research Associate; - Previous experience includes 1 year as Mutual Fund Custody Accountant at Investors Bank & Trust; 1 year as Financial Analyst at Bardon Trimount;. - Affiliations include CFA Institute, CFA Society of Boston,. - Boston University, MBA - University of New Hampshire, BA
John (Jed) E. Stocks	Investment Officer, Portfolio Manager, Quantitative Risk Management	2015	Now
Biography	- Quantitative Portfolio Manager - Investment Officer - As a Quantitative 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 1999; previous positions include Quantitative Research Analyst; Quantitative Research Associate; Teleservices Representative;. - John re-joined the firm in 2001. His original start date was February 1999. - Affiliations include CFA Institute, CFA Society of Boston,. - Lehigh University, BS
Matthew W. Krummell	Investment Officer,Portfolio Manager	2008	Now
Biography	- As a Quantitative 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 2001. - Previous experience includes 3 years as Analyst at Pioneer Investments; 2 years as Assistant Vice President at Putnam Investments; 3 years as Associate at Mellon Capital Management;. - Affiliations include CFA Institute, CFA Society of Boston,. - University of Chicago, MBA - University of California, Berkeley, BA, Phi Beta Kappa
Jonathan W. Sage	Investment Officer, Portfolio Manager	2005	Now
Biography	Jonathan W. Sage, CFA, is an investment officer and a portfolio manager at MFS Investment Management. He manages blended research equity strategies utilized by the firm's mutual funds and institutional accounts. He joined MFS in 2000 as a quantitative equity research analyst and was named a portfolio manager in 2005. Prior to joining MFS, Jonathan spent two years as a supervisor of portfolio administration for Santander Global Advisors, Inc. and three years as a senior mutual fund accountant for First Data Investor Services Group.
James Perkins	Senior Vice President	2000	2005
Biography	Quantitative Equity Portfolio Manager - Participates in the research process and strategy discussions, maintains overall responsibility for portfolio construction, final buy and sell decisions, and risk management - Joined MFS in 1983 as a Programmer/Analyst in the Operations Research Department; promoted to Director of Equity Technology and Quantitative Research in 1986; promoted to Quantitative Equity Research Analyst in 1986; named Portfolio Manager in 2000
Lisa B. Nurme	Director	2000	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.
Mitchell D. Dynan	Vice President	1997	2000
Biography	Dynan joined MFS Investment Management as a member of the research department. He was named an assistant vice president in 1987 and a vice president in 1988. Dynan holds the Chartered Financial Analyst designation and is a member of the Boston Society of Security Analysts Federation.
William J. McAdams	Vice President, Director	1994	1997
Biography	McAdams is a vice president and director of research with Massachusetts Financial Services, his employer since 1984. He began managing portfolios for the company in 1988. McAdams was born June 20, 1959.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	MFS Blended Resea.	34.57	-0.26	-0.75%