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MFS Large Value

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

    Fund Reports

    Wed, 28 Sep 2011

    Dick Dahlberg 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

  2. PGEYX George Putnam Balanced Y Fund Analysis, Report, Research, 5 Star Rating – Morningstar

    Fund Reports

    Mon, 22 Aug 2011

    Calabro, who had been retired since leaving MFS in 2005, replaced former manager Jeanne ..... his tenure as the lead equities manager at MFS Total Return from 1995 to 2004. Raman Srivastava ..... retirement. He put together a decent record at MFS Total Return between 1995 and 2004. Calabro

  3. MGIAX MFS International Value A Fund Analysis, Report, Research, 5 Star Rating – Morningstar

    Fund Reports

    Tue, 9 Aug 2011

    investor returns.Barnaby Wiener, who joined MFS as a research analyst in 1998, and Benjamin Stone, who has been with MFS since 2005, run this fund. They are also on the equity team comanaging MFS Global Total Return MFWTX.USAMGIAXCoreCoreThis

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

    Fund Reports

    Tue, 14 Sep 2010

    managed by the large-value group at MFS Institutional Advisors. Steve Gorham leads ..... the fund's assets 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

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

    Fund Reports

    Mon, 28 Jun 2010

    which she spent a year as an analyst for MFS . Previously, she was an analyst for Harvard ..... Federal Reserve. She has access to numerous MFS analysts who cover the subsectors and geographical ..... deals with. Shaughnessy also comanaged MFS Total Return MSFRX from 1995 to 1999 and

  6. MFEBX MFS Value B Fund Analysis, Report, Research, 5 Star Rating – Morningstar

    Fund Reports

    Tue, 23 Mar 2010

    Is this mutual fund poised to pop?

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

    Fund Reports

    Fri, 12 Mar 2010

    Columbia to head 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

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

    Fund Reports

    Wed, 3 Mar 2010

    Calabro, who had been retired since leaving MFS in 2005, replaced former manager Jeanne ..... his tenure as the lead equities manager at MFS Total Return from 1995 to 2004. Raman Srivastava ..... he had been the lead equities manager for MFS Total Return MSFRX from mid-1995 to 2004

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

    Fund Reports

    Tue, 2 Mar 2010

    cause it to miss growth-led rallies. MFS deserves credit for bringing its expense ..... 2000. Barnaby Wiener, who also oversees MFS International Value MGIAX, has been picking ..... Investors may need make a sacrifice to reap MFS Global Total Return's benefits. As far

  10. MTRBX MFS Total Return B Fund Analysis, Report, Research, 5 Star Rating – Morningstar

    Fund Reports

    Mon, 1 Mar 2010

    this is a plain-vanilla balanced fund. MFS Total Return isn't fancy but gets the ..... performance records at their other charges. MFS has built a large investment bench over ..... while its 0.92% expense ratio is small, MFS has maintained a 0.35% 12b-1 fee here

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