Jim lives in Portsmouth, NH. Joe has over 37 years of financial and investment experience. Trust, President U. Ben Langille Trustee. Read more about Ben Affiliated Managers Group Ben Langille is Senior Vice President and Senior Counsel at Affiliated Managers Group, a publicly-traded global asset management company with equity investments in a diverse group of boutique investment management firms.
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Risk-return profiles have historically remained consistent with design. Utilizes a strategic risk-based approach to portfolio construction that efficiently diversifies across and within asset classes while simultaneously being actively-managed within the underlying MFS funds. Gross Expense Ratio: The Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus.
Net Expense Ratio: The Net Expense Ratio reflects the reduction of expenses from contractual fee waivers and reimbursements. Elimination of these reductions will result in higher expenses and lower performance. Portfolio Manager. Stock: Stock markets and investments in individual stocks are volatile and can decline significantly in response to or investor perception of, issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions.
Certain types of debt instruments can be more sensitive to these factors and therefore more volatile. In addition, debt instruments entail interest rate risk as interest rates rise, prices usually fall. Therefore, the portfolio's value may decline during rising rates. Portfolios that consist of debt instruments with longer durations are generally more sensitive to a rise in interest rates than those with shorter durations.
At times, and particularly during periods of market turmoil, all or a large portion of segments of the market may not have an active trading market. As a result, it may be difficult to value these investments and it may not be possible to sell a particular investment or type of investment at any particular time or at an acceptable price.
The price of an instrument trading at a negative interest rate responds to interest rate changes like other debt instruments; however, an instrument purchased at a negative interest rate is expected to produce a negative return if held to maturity. International: Investments in foreign markets can involve greater risk and volatility than U.
Underlying Funds: MFS' strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own objective and strategies and may not achieve its objective. In addition, shareholders of the fund will indirectly bear the fees and expenses of the underlying funds. The team of quantitative investment professionals works with the Fund's portfolio manager to determine the asset allocation among the underlying MFS Funds in which the Fund invests.
The team is comprised of analysts and portfolio managers who apply quantitative research across multiple factors to determine investment opportunities. These factors look to incorporate intuitive factors with sound economic rationale that provide systematic objective appraisals of company fundamentals and valuation, complementing our traditional fundamental research process. Joseph C. Flaherty, Jr. He is portfolio manager of the firm's asset allocation portfolios and the firm's chief investment risk officer.
Joe joined MFS as a fixed-income quantitative research associate in and was named quantitative research analyst in Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices.
The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration, and active risk management. Natalie I. Shapiro, Ph. She is a member of the portfolio management team of several multi-asset strategies within the MFS Quantitative Solutions Group.
As an analyst, she is responsible for conducting research and analysis associated with alpha generation, portfolio management and asset allocation. She works closely with other members of the investment team to identify and prioritize research topics most relevant to the investment process. Natalie joined MFS in as a quantitative research analyst and took on portfolio management responsibilities in Prior to joining the firm, she served as a research associate for three years at the Federal Reserve Bank of Boston.
Natalie earned a bachelor's degree from Wellesley College and a doctorate from the University of Pennsylvania. The core principles of our approach are integrated research, global collaboration and active risk management. Historical NAV may not be available for all dates. Historical MP may not be available for all dates. Contact Us. Discover Our Products. See how we rank. Explore Insights. Expand Header Collapse Header.
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Cancel Accept Do not save my selection Accept Save my selection. It is a subjective evaluation performed by the mutual fund analysts of Morningstar, Inc. Morningstar evaluates funds based on five key pillars, which are process, performance, people, parent, and price.
Morningstar's analysts use this five-pillar evaluation to identify funds they believe are more likely to outperform over the long term on a risk-adjusted basis. Analysts consider quantitative and qualitative factors in their research, and the weighting of each pillar may vary. The Analyst Rating ultimately reflects the analysts' overall assessment and is overseen by Morningstar's Analyst Rating Committee. The approach serves not as a formula but as a framework to ensure consistency across Morningstar's global coverage universe.
The Analyst Rating scale ranges from Gold to Negative, with Gold being the highest rating and Negative being the lowest rating. Analyst Ratings are reevaluated at least every 14 months. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.
Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. To receive the distribution, an investor must be a shareholder of record on that date. It can be calculated by taking the total amount of dividends paid and dividing it by the total shares outstanding. The interval between the announcement and the payment of the next dividend.
An investor must own the fund before the ex-dividend date to be eligible for the dividend payout. Short-term gains are taxable at ordinary income rates to the extent they are not reduced by offsetting capital losses. You can unsubscribe at any time. Individual Investor. Institutional Investor. Financial Advisor. Your personalized experience is almost ready.
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