|
| Release date as of 2024-04-30. Data on page is subject to change. |
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|
| Fees and Expenses |
Taken from prospectus dated 2024-04-29 |
|
| Maximum Fees |
| Administrative |
--- |
| Management |
0.75%
|
| 12b-1 |
--- |
|
|
| Actual Fees |
| 12b-1 |
--- |
| Management |
0.71%
|
| Expense Ratio |
0.73%
|
(taken from annual report dated 2023-12-31) |
| Total Annual Operating Expense |
0.74%
|
|
|
|
|
Type |
Date |
% |
| ManagementFee |
Contractual |
2025-04-30 |
0.01 |
|
|
|
|
|
| Inception Date: 1995-07-24 |
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|
|
|
| Mngr Name |
Eric B. Fischman |
| Mngr Start Date |
2002-04-01 |
|
| Biography |
| Eric B. Fischman, is an investment officer and portfolio manager at MFS Investment Management® since Novembwe 2019. Eric joined MFS as an equity research analyst in 2000 and was named portfolio manager in 2002. Prior to joining MFS he served as an equity research analyst at State Street Research and he was a staff attorney at the Federal Reserve Board in Washington, D.C. He earned an MBA from Columbia Business School, a Juris Doctorate degree from Boston University School of Law, and a Bachelor of Arts degree from Cornell University. He also holds the Certified Financial Analyst designation. |
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|
| Mngr Name |
Bradford Mak |
| Mngr Start Date |
2021-06-30 |
|
| Biography |
| Bradford J. Mak
- Investment Officer
- Equity Portfolio Manager
- As an Equity 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 2010; previous positions include Equity Research Analyst.
- Previous experience includes 2 years as an Investment Analyst at Kingsbrook Partners, LP; 2 years as an Investment Analyst at Highbridge Capital Management; 3 years as Private Equity Associate - Healthcare Group at Paul Capital Partners; 2 years as Strategic |
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| Massachusetts Financial Services Company |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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