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38.60
+0.22
+0.57%
- Morningstar Rating:
- Total Assets: 4.08B
MFS Massachusetts Investors Tr A
38.60
+0.22
+0.57%
- Overview
- Profile
- Historical Data
- Holdings
Mfs Massachusetts Investors Trust Class A Overview
On this page you'll find an in-depth profile of Mfs Massachusetts Investors Trust Class A. Learn about the key management, total assets, investment strategy and contact information of MITTX among other information.
Investment Strategy
The investment seeks capital appreciation. The fund normally invests the fund's assets primarily 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. While it may invest the fund's assets in companies of any size, the fund primarily invests in companies with large capitalizations. It may invest the fund's assets in foreign securities.
Contact Information
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. | ||
| John D. Laupheimer | Portfolio Manager | 1992 | 2005 |
| Biography | Laupheimer joined the MFS Investment Management research department as an industry specialist in 1981. He became an investment officer in 1983, an assistant vice president of investments in 1984, a vice president of investments in 1986, and a portfolio manager in 1987. Laupheimer holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society. | ||
| Brooks A. Taylor | Investment Officer | 2001 | 2004 |
| Biography | Brooks Taylor is an investment officer of MFS Investment Management® (MFS®). He is a portfolio manager of the balanced portfolios of our mutual funds, variable annuities, and institutional accounts. Brooks joined MFS in 1996 as an analyst. Prior to joining the firm, he was an analyst with Lodestar Group, a subsidiary of Société Générale. He has also held positions as an analyst with Fidelity Management and Research Company and Salomon Brothers. Prior to his current assignment he was a portfolio manager of our large-cap core portfolios. Brooks earned a Master of Business Administration degree from The Wharton School of the University of Pennsylvania and a Bachelor of Arts degree in economics from Yale University. | ||
| Liehar Moy | Analyst | 2001 | 2002 |
| Biography | Moy is an analyst working primarily with our growth equity team. Ms. Moy was employed for 9 years researching large cap stocks for MA Financial Services. Prior to that, she spent 3 years in equity research at Putnam Investments | ||
| Mitchell D. Dynan | Vice President | 1995 | 2002 |
| 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. | ||
| Kevin R. Parke | Senior Vice President | 1992 | 1998 |
| Biography | Parke joined Massachusetts Financial Services in 1985 as an industry specialist in the research department, and was named senior vice president of investments in 1993. Prior to joining the company, he spent two years as a staff accountant at Price Waterhouse. A value investor, he focuses on companies that are established market leaders with reasonable price/earnings multiples. A history buff, Parke also enjoys running and spending time with his family. | ||
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