Breaking News
Get 45% Off 0
🚀 Get a powerful boost to your portfolio: June's freshest AI-picked stocks
Unlock Stocks
Close

Mfs Variable Insurance Trust Iii Growth Allocation Portfolio Service Class (0P0000G6EM)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
10.590 +0.020    +0.19%
30/05 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 306.29M
MFS Variable Insurance Trust III Growth Allocation 10.590 +0.020 +0.19%

0P0000G6EM Overview

 
On this page you'll find an in-depth profile of Mfs Variable Insurance Trust Iii Growth Allocation Portfolio Service Class. Learn about the key management, total assets, investment strategy and contact information of 0P0000G6EM among other information.
Category

Allocation--70% to 85% Equity

Total Assets

306.29M

Expenses

0.29%

Inception Date

Oct 01, 2008

Contact Information

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

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 2012 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.
Brian Huckstep Portfolio Manager 2012 2012
Biography Brian Huckstep is a senior portfolio manager and co-head of target risk strategies for Morningstar’s Investment Management group. He focuses on the fund of funds product line. Huckstep is responsible for managing a team that delivers fund of funds programs for institutional and retail clients, which includes asset allocation modeling, portfolio construction, fund classification, and manager due diligence. He assumed the portfolio manager role in 2005. Huckstep has more than 20 years of industry experience. Coming to Morningstar in 2003 as a director of data acquisition, he managed the portfolio collection and quantitative analysis function for five international offices. Prior to Morningstar, Huckstep was a vice president at Northern Trust, where he spent nine years holding several positions, including portfolio analyst, analyst manager, and product manager working with plan sponsors. Before joining Northern Trust, he worked in commercial banking at Bank One. Huckstep holds a bachelor’s degree in economics from the University of Michigan and a master’s degree in business administration from the University of Chicago, Booth School of Business with concentrations in finance, strategy, and entrepreneurship. Huckstep also holds the Chartered Financial Analyst® designation and is a member of the Investment Analysts Society of Chicago.
Lucian Marinescu - 2012 2012
Biography Lucian Marinescu is a portfolio manager and head of target date strategies for Morningstar’s Investment Management group. Marinescu is responsible for managing multi-asset portfolios for plan providers, plan sponsors, mutual funds, and insurance and money-management companies. Marinescu works with clients to create custom glide paths, select appropriate asset classes, construct strategic asset allocation portfolios, and select managers. Prior to joining the investment advisory group in 2007, Marinescu spent three years as a project manager for Morningstar® Advisor WorkstationSM Enterprise Edition. In this role, he managed the development and implementation of investment software products for institutional clients who serve financial professionals. Marinescu joined Morningstar as a data analyst for the Data Business group in 2002. Marinescu holds a bachelor’s degree in economics and business administration from Monmouth College and a master’s degree in business administration from the University of Chicago, Booth School of Business with concentrations in analytic finance, strategy, economics, and entrepreneurship. Marinescu also holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Investment Analysts Society of Chicago.
Scott Wentsel Vice President, Senior Portfolio Manager 2008 2012
Biography Wentsel is a vice president and senior portfolio manager with Ibbotson Associates. Prior to joining Ibbotson in 2005, Wentsel was an executive director with Morgan Stanley. He has over 20 years of investment industry experience. Prior to that, he spent thirteen years with Scudder Kemper Investments with responsibilities in their mutual fund business. Wentsel holds the Chartered Financial Analyst and Certified Financial Planner designations.
Cindy Galiano Portfolio Manager 2008 2012
Biography Galiano has been a Portfolio Manager at Ibbotson since 2006. Vice President and analyst with Northern Trust Corporation (2000-2006).
Peng Chen Managing Director 2008 2012
Biography Chen is managing director and chief investment officer at Ibbotson. He joined Ibbotson in 1997. Chen holds the Chartered Financial Analyst designation.
John Thompson Portfolio Manager 2008 2012
Biography Mr.Thompson joined Ibbotson in 2000. Mr. Thompson manages asset allocation portfolios for banks, mutual fund,insurance and money management companies.
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000G6EM Comments

Write your thoughts about Mfs Variable Insurance Trust Iii Growth Allocation Portfolio Service Class
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email