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KORTING van 40% benutten
Mfs Mid Cap Growth Fund Class I (OTCIX)
Toevoegen/Verwijderen van een Portfolio
Voeg toe aan Portfolio
31,57
-0,24
-0,75%
- Beoordeling Morningstar:
- Totale activa: 3,94B
MFS Mid Cap Growth I
31,57
-0,24
-0,75%
- Overzicht
- Profiel
- Historische Data
- Participaties
OTCIX Overzicht
Op deze pagina vindt u een uitgebreid profiel van Mfs Mid Cap Growth Fund Class I. Kom meer te weten over onder meer het senior management, de totale activa, de investeringsstrategie en de contactgegevens van OTCIX.
Contact Informatie
Topmanagers
| Naam | Titel | Sinds | Tot |
|---|---|---|---|
| Eric Braz | Equity Portfolio Manager | 2021 | now |
| Biografie | Eric J. Braz, CFA - Investment Officer - Equity Portfolio Manager - Joined MFS in 2007; previous positions include Equity Research Analyst. - Previous experience includes 3 years as Consultant at Bates and White, LLC. - Additional MFS experience includes participation in MFS' Summer MBA Internship Program in 2006. - Affiliations include CFA Institute, CFA Society of Boston - University of Chicago, Master of Business Administration, Robert Toigo Foundation Fellow - Pennsylvania State University, BS | ||
| Eric B. Fischman | Investment Officer | 2008 | now |
| Biografie | Eric B. Fischman, is an investment officer and portfolio manager at MFS Investment Management® since Novembwe 2019. Eric joined MFS as an equity research analyst in 2000 and was named portfolio manager in 2002. Prior to joining MFS he served as an equity research analyst at State Street Research and he was a staff attorney at the Federal Reserve Board in Washington, D.C. He earned an MBA from Columbia Business School, a Juris Doctorate degree from Boston University School of Law, and a Bachelor of Arts degree from Cornell University. He also holds the Certified Financial Analyst designation. | ||
| Paul J. Gordon | Equity Portfolio Manager | 2011 | 2023 |
| Biografie | Paul J. Gordon - Investment Officer - Equity Portfolio Manager - As an Equity 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 2004 - Previous experience includes 3 years as Equity Research Associate at Fidelity Investments Management and Research Co. - Babson College, BS, cum laude | ||
| Matthew D. Sabel | Investment Officer | 2014 | 2018 |
| Biografie | Matthew Sabel is an investment officer and portfolio manager at MFS Investment Management® (MFS®) since September 2018. Matt joined MFS in 2009 and was named portfolio manager in 2011. Previously, he spent nine years at Fidelity Management and Research Company. He also served as an associate consultant at Putnam Associates for two years. He began his career in financial services as a mutual fund accountant at Investors Bank and Trust in 1997. Matt earned a Bachelor of Arts degree cum laude from Tufts University. | ||
| David C. Degroff | Portfolio Manager | 2008 | 2011 |
| Biografie | David C. Degroff is a Portfolio Manager and Investment Officer with MFS. Mr. Degroff has been with the company since 1997. | ||
| Eric J. Weigel | Portfolio Manager | 2007 | 2008 |
| Biografie | Investment Officer Quantitative Equity Portfolio Manager Serves on: MFS Quantitative Research Committee Responsible for final buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. Joined MFS in 2007 with over 19 years of industry experience Previous experience includes: two years as the Founder and Portfolio Manager for Long Point Partners, LLC; one year as Chief Investment Officer for Milestone International; six years at Pioneer Investments in various roles including Portfolio Manager, Head of the U.S. Growth Team, and Director of Quantitative Research; and four years as Head of Global Asset Allocation for Chancellor LGT Asset Management Author of several articles published in journals such as the Financial Analyst Journal, the Journal of Portfolio Management, and the Journal of Investing. Frequent appearances on CNBC Squawk Box, Bloomberg TV | ||
| Matthew W. Krummell | Investment Officer,Portfolio Manager | 2006 | 2008 |
| Biografie | - 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 | ||
| David M. Earnest | Portfolio Manager, Vice President | 2005 | 2006 |
| Biografie | Earnest is portfolio manager. He is vice president of MFS and has served the company since 2003.Prior to 2003, he was a portfolio manager and analyst of Manning & Napier. | ||
| David E. Sette-Ducati | Senior Vice President | 2000 | 2006 |
| Biografie | Sette-Ducati serves as senior vice president and portfolio manager with MFS Investment Management. He joined the firm in 1995 as a research analyst. | ||
| Eric B. Fischman | Investment Officer | 2002 | 2005 |
| Biografie | Eric B. Fischman, is an investment officer and portfolio manager at MFS Investment Management® since Novembwe 2019. Eric joined MFS as an equity research analyst in 2000 and was named portfolio manager in 2002. Prior to joining MFS he served as an equity research analyst at State Street Research and he was a staff attorney at the Federal Reserve Board in Washington, D.C. He earned an MBA from Columbia Business School, a Juris Doctorate degree from Boston University School of Law, and a Bachelor of Arts degree from Cornell University. He also holds the Certified Financial Analyst designation. | ||
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