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Sunamerica Series Trust Sa Mfs® Massachusetts Investors Trust Portfolio Class 1 (0P00003BXE)

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24.160 -0.060    -0.25%
08:00:00 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 559.91M
Type:  Fund
Market:  United States
Issuer:  AIG
Asset Class:  Equity
SunAmerica Series Trust SA MFS Massachusetts Inves 24.160 -0.060 -0.25%

0P00003BXE Overview

 
On this page you'll find an in-depth profile of Sunamerica Series Trust Sa Mfs® Massachusetts Investors Trust Portfolio Class 1. Learn about the key management, total assets, investment strategy and contact information of 0P00003BXE among other information.
Category

Large Blend

Total Assets

559.91M

Expenses

0.68%

Inception Date

Feb 09, 1993

Investment Strategy

The investment seeks reasonable growth of income and long term growth and appreciation. The advisor attempts to achieve its goal by investing, under normal market conditions, at least 65% of its assets in equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for such securities. It may invest up to 25% of its net assets in foreign securities.

Contact Information

Address Harborside Financial Center, 3200 Plaza 5
Jersey City,NJ 07311
United States
Phone +1 8008588850

Top Executives

Name Title Since Until
Jude Jason Private Equity Associate 2021 Now
Biography Jude M Jason - Investment Officer - Equity Portfolio Manager - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2012 - Previous experience includes 2 years as Private Equity Associate at Lightyear Capital; 3 years as Investment Banking Analyst at Citigroup. - Harvard University, Master of Business Administration - Babson College, Bachelor of Science
Alison O'Neill Director of Research North America 2018 Now
Biography Alison O'Neill - Co--Chief Investment Officer of Equity -- Americas - Equity Portfolio Manager - Serves on MFS Global Equity Management Team - As Co--Chief Investment Officer of Equity for the Americas and a Portfolio Manager, partners with the firm's other regional co-CIOs in the research management process and strategy discussions, including by developing investment policies and programs that achieve the investment objectives of MFS and its clients. - Joined MFS in 2005; previous positions include Director of Research - North America; Equity Research Analyst. - Previous experience includes 3 years as Investment Associate at Putnam Investments. - Additional MFS experience includes participation in MFS' Summer MBA Internship program in 2004. - Massachusetts Institute of Technology, Master of Business Administration - Harvard College, Artium Baccalaureus, cum laude
Edward (ted) M. Maloney CIO (Chief Investment Officer) 2012 2023
Biography Edward (Ted) M. Maloney is an Investment Officer and the Director of U.S. Research at MFS Investment Management® (MFS®). He also serves as a portfolio manager on US Core Equity strategies. Ted joined MFS in 2005 and was named Director of US Research in 2011. He was named portfolio manager in 2012. Prior to joining MFS, he was an analyst and founding partner for Lyceum Capital, LP. He also spent two years as a research associate for Fidelity Management & Research Company. Ted is a graduate of Bowdoin College. He is an Executive Vice President and CIO at MFS.
T. Kevin Beatty CIO (Chief Investment Officer) 2004 2021
Biography Kevin Beatty is an chief investment officer and the director of equity, North America, at MFS Investment Management® (MFS®). He is also a portfolio manager of large-cap core portfolios. Kevin joined MFS in 2002 as an equity research analyst and was named portfolio manager in 2004. Prior to assuming the role of director of equity, North America in 2011, he served as director of US Research beginning 2007. Previously, he was an equity analyst/sector head for State Street Research Management Co. and an investment research analyst for Fleet Investment Advisors.
Nicole M. Zatlyn Investment Officer 2005 2012
Biography Zatlyn is an investment officer and portfolio manager of MFS and has been employed in the investment management area of MFS since 2001. Prior to joining MFS, Zatlyn was an investment analyst at Bowman Capital Management, where she was employed from 1999 to 2001.
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