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59.16
+0.60
+1.02%
- Morningstar Rating:
- Total Assets: 4.21B
MFS Research I
59.16
+0.60
+1.02%
- Overview
- Profile
- Historical Data
- Holdings
Mfs Research Fund Class I Overview
On this page you'll find an in-depth profile of Mfs Research Fund Class I. Learn about the key management, total assets, investment strategy and contact information of MRFIX among other information.
Investment Strategy
The investment seeks capital appreciation. The fund normally invests its 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.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Joseph G. MacDougall | Portfolio Manager | 2008 | Now |
| Biography | - As an Equity Institutional Portfolio Manager, participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Communicates investment policy, strategy, and positioning., . - Joined MFS in 2000; previous positions include Senior Product Manager. - Affiliations include CFA Institute, CFA Society of Boston,. - Boston University, MBA - Boston College, BS | ||
| Katrina A. Mead | Portfolio manager | 2005 | 2011 |
| Biography | Value Equity Portfolio Manager - Participates in the research process and strategy discussions, assesses portfolio risk, collaborates on portfolio construction, manages daily cash flows, and communicates investment policy and strategy - Joined MFS in 1997 as an Equity Research Analyst following global auto & auto parts, medical devices, telecom & networking and U.S. regional banks; named Associate Portfolio Manager in 2002; named Portfolio Manager in 2004 | ||
| Alec C. Murray | Vice President | 1999 | 2001 |
| Biography | Murray is vice president and associate director of equity research of MFS Investment Management. He joined the firm in 1993 as a research analyst following the biotechnology, pharmaceutical, and telecommunications equipment industries. He was named assistant vice president in 1996 and vice president in 1997. | ||
| Kevin R. Parke | Senior Vice President | 1995 | 1999 |
| 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. | ||
| William J. McAdams | Vice President, Director | 1993 | 1995 |
| 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. | ||
| John W. Ballen | president/chief Investment Officer | 1991 | 1993 |
| Biography | Ballen is president, chief investment officer, and a member of the management committee and board of directors of MFS Investment Management. He joined the firm in 1984 as a research analyst. Later, he was named investment officer and portfolio manager in 1986, vice president in 1987, director of research in 1988, senior vice president in 1990, director of equity portfolio management in 1993, chief equity officer in 1995. | ||
| Frederick J. Simmons | Senior Vice President | 1988 | 1991 |
| Biography | Simmons is a senior vice president with MFS Investment Management, his employer since 1971. Previously, he spent four years as a senior analyst with Scudder, Stevens & Clark. Simmons is a Chartered Financial Analyst, a member of the Boston Security Analysts Society, and a past president of the Electronic Analysts of Boston. | ||
| Reginald Foster | - | 1979 | 1988 |
| Richard E. Dahlberg | Managing Director | 1971 | 1979 |
| Biography | Dahlberg has been associated with U.S. Trust since July, 2007 and has been associated with Columbia Management Advisors, LLC or its predecessors since September, 2003. Prior to joining Columbia Management Advisors, LLC in September, 2003, he was with Grantham, Mayo, Van Otterloo & Co. LLC from November, 2001 to December, 2002. Dahlberg holds the Chartered Financial Analyst designation. | ||
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