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MFS Total Return A MSFRX

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    1. A Short List of Allocation Funds That Have Earned Their Keep

      Headlines

      Wed, 5 Oct 2011

      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

    2. GEQAX Columbia Dividend Income T Fund Analysis, Report, Research, 5 Star Rating – Morningstar

      Fund Reports

      Wed, 28 Sep 2011

      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

    3. Analyzing China’s Banking Sector Reform

      Headlines

      Fri, 12 Nov 2010

      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

    4. RVALX Aston Value N Fund Analysis, Report, Research, 5 Star Rating – Morningstar

      Fund Reports

      Tue, 14 Sep 2010

      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

    5. MFWBX MFS Global Total Return B Fund Analysis, Report, Research, 5 Star Rating – Morningstar

      Fund Reports

      Thu, 26 Aug 2010

      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

    6. MMUFX MFS Utilities A Fund Analysis, Report, Research, 5 Star Rating – Morningstar

      Fund Reports

      Mon, 28 Jun 2010

      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

    7. GEQAX Columbia Dividend Income T Fund Analysis, Report, Research, 5 Star Rating – Morningstar

      Fund Reports

      Fri, 12 Mar 2010

      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

    8. PGEYX George Putnam of Boston Y Fund Analysis, Report, Research, 5 Star Rating – Morningstar

      Fund Reports

      Wed, 3 Mar 2010

      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

    9. MMUFX MFS Utilities A Fund Analysis, Report, Research, 5 Star Rating – Morningstar

      Fund Reports

      Mon, 25 Jan 2010

      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

    10. RVALX Aston Value N Fund Analysis, Report, Research, 5 Star Rating – Morningstar

      Fund Reports

      Tue, 15 Sep 2009

      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

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