Brad Mak's upcoming appointment as comanager of MFS Growth adds resources to the strategy but does not change its Morningstar Analyst Rating of Silver or Bronze, depending on fees.
Will MFEIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MFEIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MFEIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MFEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.