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19.43
+0.14
+0.73%
- Morningstar Rating:
- Total Assets: 4.98B
MFS Moderate Allocation A
19.43
+0.14
+0.73%
- Overview
- Profile
- Historical Data
- Holdings
Mfs Moderate Allocation Fund Class A Overview
On this page you'll find an in-depth profile of Mfs Moderate Allocation Fund Class A. Learn about the key management, total assets, investment strategy and contact information of MAMAX among other information.
Investment Strategy
The investment seeks a high level of total return consistent with a moderate level of risk relative to the other MFS Asset Allocation Funds. The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser referred to as underlying funds. Within the equity fund allocations, the adviser seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Benjamin R. Nastou | Investment Officer of MFS | 2023 | Now |
| Biography | Benjamin R. Nastou, CFA, is an investment officer, portfolio manager and quantitative research analyst at MFS Investment Management® (MFS®). He is a member of the portfolio management teams of the firm's commodity and global multi-asset strategies. Ben joined MFS in 2001 as a fixed income research associate and was promoted to quantitative research analyst in 2003. He was named portfolio manager in 2010. Ben has a bachelor's degree from Dartmouth College. He is a member of the Boston Security Analysts Society, Inc., and holds the Chartered Financial Analyst designation from the CFA Institute | ||
| Erich Shigley | - | 2023 | Now |
| Natalie I. Shapiro | Investment Officer of MFS | 2018 | Now |
| Biography | Natalie I. Shapiro, Ph.D. is an Investment Officer, Portfolio Co-Manager and Quantitative Fixed Income Research Analyst at MFS Investment Management® (MFS®). Prior to joining MFS in 1997, Natalie served as a research associate for the Federal Reserve Bank of Boston. Natalie has earned a bachelor's degree from Wellesley College and a doctorate from the University of Pennsylvania. | ||
| Joseph C. Flaherty | Investment Officer | 2002 | Now |
| Biography | Joseph C. Flaherty, Jr., is an investment officer and chief investment risk officer at MFS Investment Management® (MFS®). He serves as the director of the MFS' Quantitative Solutions group and is a portfolio manager of the firm's asset allocation portfolios. Joe joined MFS as a fixed-income quantitative research associate in 1993 and was named quantitative research analyst in 1996. He became manager of the Quantitative Research Group and portfolio manager in 1999, director of Fixed Income Quantitative Research in 2004, and director of the Quantitative Solutions Team in 2005. | ||
| Jonathan W. Sage | Investment Officer, Portfolio Manager | 2002 | 2005 |
| 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. | ||
| Richard B. Biagini | Vice President, quantitative Analyst | 2002 | 2005 |
| Biography | Biagini is a vice president and quantitative equity research analyst with MFS, his employer since 1993. Previously he is a project manager, analyst, and programmer for Computer Associates International, Inc. | ||
| James C. Fallon | Investment Officer, Portfolio Manager | 2002 | 2005 |
| 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 | ||
| Pauline P. Ju | quantitative Analyst | 2002 | 2005 |
| Biography | Ju is a quantitative equity research analyst with MFS since 2003. Previously Ju was a research assistant for the University of Notre Dame. Prior to that Ju had worked one year as an associate and two years as an analyst in the Investment Banking Group for Guotai Jun'an Securities Co., LTD. Ju holds the Chartered Financial Analyst designation. | ||
| Michael J. Kim | quantitative Analyst | 2002 | 2005 |
| Biography | Kim is a quantitative equity research analyst with MFS since 2003. Previously he was a quantitative equity research analyst for Pioneer Investments. Prior to that, he had worked two years as an investment associate for Putnam Investments and two years as an assistant marketing analyst for Hudson River Group. | ||
| John (Jed) E. Stocks | Investment Officer, Portfolio Manager, Quantitative Risk Management | 2002 | 2005 |
| 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 | ||
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