
such as Franklin Income FKINX, didn't make the cut on the volatility front, while lower-risk funds like MFS Total Return MSFRX didn't measure up on the total-return front. When we layered on criteria for basic availability to retail clients and below
joined the team in late 2003. He has more than 40 years in the investment business, having previously managed MFS Total Return MSFRX and Pioneer Value PIOTX. In March 2011 they were joined by Mike Barclay, who has been an analyst on the fund covering financials
area since 2002; before that he was a portfolio manager and research analyst at Manning & Napier Advisors. MFS Total Return MSFRX is getting another player on its management team. Lisa Nurme, who leads MFS' value investing group and is one of the longest
were divided between MFS managers. Gorham and Chitkara still run 75% of assets, and now Brooks Taylor of MFS Total Return MSFRX and MFS Mid Cap Value MVCAX runs the balance. The change should not be disruptive, though, as Taylor shares Gorham and Chitkara
stashes about 30% in bonds rated BB and below). At the same time, Richard Hawkins, comanager of sibling MFS Total Return MSFRX , joined the team to lend his experience to the effort, as his fund emphasizes high-quality corporate bonds and has handily
analysts who cover the subsectors and geographical areas that this fund deals with. Shaughnessy also comanaged MFS Total Return MSFRX from 1995 to 1999 and MFS Capital Opportunities from 1999 to October 2002. Robert Persons helps with the fund's bond investments
up its income strategies team. Dahlberg has more than 40 years in the investment business, having managed MFS Total Return MSFRX from 1985 to 1995 and Pioneer Value PIOTX from 1998 to 2001. Shirley Wang, a former accountant, helps Dahlberg and Davis
past. Calabro started his career in 1982, and prior to retiring, he had been the lead equities manager for MFS Total Return MSFRX from mid-1995 to 2004. The equities slice of the portfolio typically accounts for 60% of assets, and Calabro focuses on
analysts who cover the subsectors and geographical areas that this fund deals with. Shaughnessy also comanaged MFS Total Return MSFRX from 1995 to 1999 and MFS Capital Opportunities from 1999 to October 2002.USAMMUFXSpecialty. Even though this fund is more
were divided between MFS managers. Gorham and Chitkara still run 75% of assets, and now Brooks Taylor of MFS Total Return MSFRX and MFS Mid Cap Value MVCAX runs the balance. The change should not be disruptive, though, as Taylor shares Gorham and Chitkara