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Mfs Conservative Allocation Fund Class C (MACVX)

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16.50 -0.02    -0.12%
05/06 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 185.07M
MFS Conservative Allocation C 16.50 -0.02 -0.12%

MACVX Overview

 
On this page you'll find an in-depth profile of Mfs Conservative Allocation Fund Class C. Learn about the key management, total assets, investment strategy and contact information of MACVX among other information.
Category

Global Moderately Conservative Allocation

Total Assets

185.07M

Expenses

1.09%

Inception Date

37435

Contact Information

Address 111 Huntington Avenue
Boston,MA 02199-7632
United States
Phone +1 8779606077

Top Executives

Name Title Since Until
Erich Shigley - 2023 Now
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
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.
Natalie I. Shapiro Investment Officer of MFS 2002 2005
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.
Gina M. Ugali quantitative Analyst 2002 2005
Biography Ugali is a quantitative fixed income research analyst with MFS since 1999. Previously she has worked nine years as a fixed income sales and trading analyst, four years as a research analyst, and one year as a sales assistant for Salomon Brothers, Inc.
Gita R. Rao Investment Officer 2002 2005
Biography ' 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 2005  Previous experience includes: five years as an Associate Partner, Global Equity Portfolio Manager & Director of Quantitative Research for Wellington Management Company, LLP; four years as a Senior Vice President and Global Equity Portfolio Manager for Colonial Management Associates; one-and-a-half years as a Senior Quantitative Global Research Analyst for Fidelity Management & Research Company; and three years as Vice President and Senior Quantitative Analyst for Kidder, Peabody  Served on editorial board of Financial Analysts Journal, on Board of Trustees of CFA Institute Research Foundation and Society of Quantitative Analysts  Numerous interviews in print, TV and other media (Wall Street Journal, Economist, Worth, Bloomberg, CNN, CNBC etc.)  University of Rochester, Ph.D. MS  Indian Institute of Management, MBA  St. Stephen's College, BA, honors
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
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