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Mfs Variable Insurance Trust Iii Blended Research Small Cap Equity Portfolio Initial Class (0P00003CWI)
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9.370
-0.080
-0.85%
30/05 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 27.03M
MFS Variable Insurance Trust III Blended Research
9.370
-0.080
-0.85%
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0P00003CWI Overview
On this page you'll find an in-depth profile of Mfs Variable Insurance Trust Iii Blended Research Small Cap Equity Portfolio Initial Class. Learn about the key management, total assets, investment strategy and contact information of 0P00003CWI among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jonathan W. Sage | Investment Officer, Portfolio Manager | 2015 | Now |
| 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. | ||
| James C. Fallon | Investment Officer, Portfolio Manager | 2015 | Now |
| 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 | ||
| John (Jed) E. Stocks | Investment Officer, Portfolio Manager, Quantitative Risk Management | 2015 | Now |
| 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 | ||
| Matthew W. Krummell | Investment Officer,Portfolio Manager | 2012 | Now |
| 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 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 | ||
| Christopher Bliss | Senior Portfolio Manager | 2011 | 2012 |
| Biography | Christopher Bliss is a Managing Director and Head of Equity Index Strategies for Schwab Asset Management. Mr. Bliss is responsible for overseeing the portfolio management for equity index Schwab Funds® and Schwab ETFsTM, and Schwab Personalized Indexing® separately managed accounts. Before joining Schwab in 2016, Mr. Bliss spent 12 years at BlackRock (formerly Barclays Global Investors) managing and leading institutional index teams, most recently as a managing director and the head of the Americas institutional index team. In this role, Mr. Bliss was responsible for overseeing a team of portfolio managers managing domestic, developed international and emerging markets index strategies. Prior to BlackRock, he worked as an equity analyst and portfolio manager for Harris Bretall and before that, as a research analyst for JP Morgan. Mr. Bliss earned a Master of Business Administration from the University of Chicago Booth School of Business, and a Bachelor of Science in accounting from Northern Illinois University. He is a CFA® charterholder. | ||
| Jennifer Hsui | Senior Portfolio Manager | 2011 | 2012 |
| Biography | Jennifer Hsui, Managing Director & Portfolio Manager at BlackRock Investment Management LLC has been employed by BlackRock Fund Advisors as a senior portfolio manager since 2007. Prior to that, Ms. Hsui was a portfolio manager from 2006 to 2007 for BGFA. She was a research analyst for RBC Capital Markets from 2003 to 2006. | ||
| Creighton Jue | Managing Director | 2011 | 2012 |
| Biography | Creighton Jue, CFA, has been a Managing Director of BlackRock, Inc. since 2011 and was previously a Director at BlackRock, Inc. from 2009 to 2011. Prior to joining BIM, Mr. Jue was a Principal at Barclays Global Investors from 2000 to 2009. Mr. Jue holds a B.A. in economics from the University of California, Irvine. | ||
| Edward Corallo | Managing Director | 2010 | 2012 |
| Biography | Edward Corallo, Managing Director,service with the firm since 1997, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was head of the Institutional Indexing Group, started his career at BGI in 1997 as manager of the Financial Planning and Analysis Group in the Controller's Office and made the transition to portfolio management in 1999. Prior to joining BGI, he was a finance manager at California Federal Bank. Mr. Corallo earned a BS degree in finance from San Diego State University in 1989, and an MBA from the University of San Diego. | ||
| Raman Vardharaj | Vice President | 2009 | 2010 |
| Biography | Mr. Vardharaj has been a Vice President and portfolio manager of the Sub-Adviser since May 2009. Prior to joining the Sub-Adviser, Mr. Vardharaj was a senior quantitative analyst creating stock selection models, monitoring portfolio risks and analyzing portfolio performance across the RS Core Equity Team of RS Investment Management Co. LLC from October 2006 to May 2009. He served as quantitative analyst at The Guardian Life Insurance Company of America from 1998 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. Mr. Vardharaj is a portfolio m | ||
| Matthew P. Ziehl | Vice President | 2009 | 2010 |
| Biography | Mr. Ziehl has been a Vice President and senior portfolio manager of OppenheimerFunds, Inc. since May 2009. Prior to joining OppenheimerFunds, Inc., Mr. Ziehl was a portfolio manager with RS Investment Management Co. LLC from October 2006 to May 2009 and served as a managing director at The Guardian Life Insurance Company from December 2001 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. Mr. Ziehl served as a portfolio manager and team leader at Salomon Brothers Asset Management, Inc. from January 2001 to December 2001. Mr. Ziehl has a B.A. | ||
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