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MFS Investment Management [view profile ]
111 Huntington Ave.  Boston  MA  02199  ph: 800-343-2829 

http://www.mfs.com  -  SEC Filings
Fund Profiles
News Stories Archives - Since 1998
Nine of the Most Responsible Fund Firms Are ...
A magazine and a market data specialist recognize 600 U.S. companies...
MutualFundWire.com - Wednesday, January 17, 2024
30 of the Best Fund Firms For LGBTQ+ Workers In 2023
An advocacy group recognizes 545 employers, including some in the asset management industry...
MutualFundWire.com - Wednesday, December 6, 2023 Views
19 Fund Firms Win Big In the Second City
A mutual fund industry trade group honors a number of mutual fund firms...
MutualFundWire.com - Thursday, October 19, 2023 Views - Reader Rating: 5
17 of the Best Large Workplaces For Fundsters In 2023
A magazine and a data specialist recognize 1,000 U.S. companies, including several with U.S. mutual fund businesses...
MutualFundWire.com - Wednesday, October 11, 2023 Views
Seven of the Most Trustworthy Fund Firms In 2023
A magazine and a market data specialist recognize 1,000 companies from around the world, including several in the U.S. retirement plan business...
MutualFundWire.com - Thursday, September 21, 2023 Views
15 of the Best Employers For Women Fundsters In 2023
A business publication honors 400 American employers, including more than a dozen in the mutual fund business...
MutualFundWire.com - Thursday, August 31, 2023 Views
Virtus Seals an $8.3B-AUM Deal
The publicly traded, multi-boutique asset manager buys a Natixis shop, as expected...
MutualFundWire.com - Thursday, April 13, 2023 Views
Two of the Top Fund Firms For Remote Work In 2023 Are ...
A pair of companies in the mutual fund business are among the 100 companies recognized by a job search site...
MutualFundWire.com - Wednesday, March 29, 2023 Views
Schwab Wins Again Despite a Flows Slowdown
The M* team updates U.S. flows data for February 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, March 17, 2023 Views
2023's Nine Most Ethical Fund Firms
An organization focused on ethical business practices recognizes 135 companies, including several that should be familiar to asset management industry insiders...
MutualFundWire.com - Tuesday, March 14, 2023 Views
15 of the Best Fund Firms to Work For In 2023
They're among the United States' best large employers, according to a magazine's new list...
MutualFundWire.com - Tuesday, February 28, 2023 Views
Schlossberg Will Take Over a $1.4T-AUM Firm, And ...
The publicly traded asset manager's investment chief is also passing the reins...
MutualFundWire.com - Wednesday, February 8, 2023 Views - Reader Rating: 5
17 of the Best Employers For Women Fundsters
A business publication honors 400 American employers, including a number in the mutual fund business...
MutualFundWire.com - Monday, August 29, 2022 Views
A $42B-AUM Sibling Trio Combines
The rebranded combo firm remains a subsidiary of the same publicly traded parent...
MutualFundWire.com - Thursday, July 7, 2022 Views
After 30+ Years, a Fund Back Office Exec Retires
She spent more than seven years with her most recent employer...
MutualFundWire.com - Thursday, June 9, 2022 Views - Reader Rating: 5
The 17 Best Fund Firms For Diversity
A business magazine lauds 500 employees, including a number in the mutual fund business...
MutualFundWire.com - Thursday, May 5, 2022 Views
This Year, There Are Four Firms Contending ...
The team at an investment research giant reveals nominees for their big annual awards...
MutualFundWire.com - Monday, April 11, 2022 Views
2022's Six Most Ethical Fund Firms
An organization focused on ethical business practices recognizes 136 companies, including several that should be familiar to fundsters...
MutualFundWire.com - Tuesday, March 15, 2022 Views - Reader Rating: 4
Fidelity Leads As 97 Fund Firms Win Big
An industry research organization's team reveals the winners of their 2022 fund awards...
MutualFundWire.com - Thursday, March 10, 2022 Views
The 41 Best Fund Firms For LGBTQ+ Workers
Corrected | An advocacy and political lobbying group recognizes 842 employers, including a number that are in the asset management business...
MutualFundWire.com - Tuesday, February 8, 2022 Views
Victory, Virtus, Franklin, and Voya Each Seal Deals
These publicly traded firms all finalized recent acquisitions in the asset management space...
MutualFundWire.com - Wednesday, January 5, 2022 Views
23 Fund Firms Win Big
A trade group reveals the winners of its 25th annual awards...
MutualFundWire.com - Thursday, December 9, 2021 Views
A $152B-AUM Firm Enters the Translucent ETF Space
The new ETF is the firm's ninth actively managed one and is subadvised...
MutualFundWire.com - Wednesday, November 10, 2021 Views
An Ohioan Fundster Wins Silver in Tokyo
He also competed in two separate sports at the games...
MutualFundWire.com - Tuesday, October 12, 2021 Views - Reader Rating: 5
Four Big Fund Firms Wrap Up Deals
AMG, Federated, Vanguard, and Virtus all recently closed acquisitions...
MutualFundWire.com - Friday, October 8, 2021 Views
An $11.4B-AUM Boutique Enters the ETF Biz
A Midwestern asset manager's first ETF play is subadvising a new, actively managed, thematic fund for the firm's parent...
MutualFundWire.com - Wednesday, August 4, 2021 Views
15 Fund Firms Win Praise For Disability Inclusion
Two organizations recognize a host of big companies, including some familiar folks in the mutual fund industry...
MutualFundWire.com - Friday, July 16, 2021 Views
24 Rising Stars Shine
A trade group recognizes the first group of winners for its new mentorship and awards program...
MutualFundWire.com - Thursday, June 17, 2021 Views - Reader Rating: 4
The $1.023T Inflows Year
The M* team updates U.S. flows data for May 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, June 16, 2021 Views
Seitz Brings Two Senior Leaders to Russell
Meanwhile, a top exec is on the rise there while another moves on...
MutualFundWire.com - Thursday, May 6, 2021 Views
Direxion, BlackRock, and Innovator Lead an Awards Race
A trade publication reveals the finalists for its 2020 awards. Winners will be recognized next month...
MutualFundWire.com - Tuesday, March 16, 2021 Views
100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
An industry research organization's team reveals the winners of their 2021 fund awards...
MutualFundWire.com - Friday, March 12, 2021 Views
Virtus Makes Three Board Changes
One rises, one retires, and one joins the publicly traded fund firm's board of directors...
MutualFundWire.com - Monday, March 1, 2021 Views
Vanguard and Virtus Top Two Lists
A related list is led by Manning and Napier...
MutualFundWire.com - Friday, February 26, 2021 Views
Near Gotham, a $4.3B-AUM Fund Firm Sells
The deal is expected to close in the second half of 2021...
MutualFundWire.com - Tuesday, February 2, 2021 Views
A 19-Year-Old Shop Debuts Its Sixth Mutual Fund
The mostly employee-owned firm had $38.5 billion in AUM as of September 30...
MutualFundWire.com - Tuesday, December 22, 2020 Views
FLX Expands a Team By Four and Adds a Sage
The team at a Basking Ridge, NJ-based firm welcomes new hires and a new advisory board member...
MutualFundWire.com - Monday, October 12, 2020 Views
Principal, T. Rowe, Columbia, and Matthews Win Big Online
A trade group takes its annual awards show online this week. The final awards will be revealed later today...
MutualFundWire.com - Wednesday, September 30, 2020 Views
JPMAM Takes the Lead As Titans' Inflows Slip Again
The M* team updates U.S. flows data for August 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, September 15, 2020 Views
A 29-Year Company Vet Prepares to Take Over a Subadvising Titan
The handoff is slated for the middle of next year at the $1-trillion-AUM institutional asset manager...
MutualFundWire.com - Wednesday, September 2, 2020 Views
Titans' Inflows Climb Another 85 Percent
The M* team updates U.S. flows data for June 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, July 16, 2020 Views
Virtus Adopts a $23B-AUM U.S. Biz
The adopter will keep the other asset manager on a subadvisor to the mutual funds and retail SMAs. The deal could boost the multiboutique's mutual fund AUM by 40 percent...
MutualFundWire.com - Tuesday, July 7, 2020 Views
A Marketing EVP Exits In Gotham
He spent more than six years at the firm before moving on at the end of last month...
MutualFundWire.com - Monday, July 6, 2020 Views
Giants Start to Regain Their Flows Footing
The M* team updates flows data for April 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, May 15, 2020 Views - Reader Rating: 5
170 Fundsters Gather As 92 Fund Firms Win Big
An institutional investment research firm's team hosts their 18th annual awards show for fundsters...
MutualFundWire.com - Friday, March 6, 2020 Views
The Nine Most Ethical Fund Firms
A corporate standards specialist honors 132 companies, including nine companies with U.S. mutual fund businesses...
MutualFundWire.com - Wednesday, February 26, 2020 Views - Reader Rating: 5
From MF RIA Channel Chief to Family Office Services
A Lone Star State fundster moved to the Boston Behemoth a few months ago...
MutualFundWire.com - Thursday, December 5, 2019 Views
After Nine Years, a Voya IM SVP Bids Adieu
The exec will leave the asset manager in less than two months...
MutualFundWire.com - Monday, November 25, 2019 Views - Reader Rating: 5
Aylward Trumpets Virtus' SMA Growth
The Connecticut asset manager's team releases their Q3 2019 earnings results...
MutualFundWire.com - Wednesday, November 6, 2019 Views
Matthews, 361, and JPMAM Win Big In Chi-Town
34 firms won awards in 30 categories this week at a trade group's 23rd annual awards bash...
MutualFundWire.com - Thursday, September 26, 2019 Views
Steinberg Picks a Right Hand
The WisdomTree chief and one of his lieutenants each pass roles to a rising exec at the independent ETF shop...
MutualFundWire.com - Thursday, September 12, 2019 Views
After Eight Years, a Virtus EVP Retires
After a 40-year long career, an exec rides off into the sunset...
MutualFundWire.com - Friday, July 26, 2019 Views
The Fundster 401k Roundup, May 17-June 14
Catch up on the latest news in the defined contribution industry...
MutualFundWire.com - Friday, June 14, 2019 Views
After Tweaks and a Retirement, a Distro Chief Focuses On Execution
"The industry's going through a lot of change. We are as a company pretty right-sized to take advantage."..
MutualFundWire.com - Tuesday, March 26, 2019 Views
T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
Yesterday fundsters gathered in midtown Manhattan for a 17th annual industry awards bash...
MutualFundWire.com - Friday, March 8, 2019 Views
Week In Preview, February 11-18
This week the teams at ABA, Credit Suisse, informa, and the IWI are all hosting events...
MutualFundWire.com - Monday, February 11, 2019 Views
Expect Miracles Takes Manhattan For a Fifth Time
More than 500 fundsters and their allies gathered in midtown last night for the 25-year-old cancer-fighting charity's Big Apple bash...
MutualFundWire.com - Friday, January 25, 2019 Views
Week In Preview, January 22-27
This week the teams at Alger, the CFA Society Hartford, and the Expect Miracles Foundation are all hosting events...
MutualFundWire.com - Tuesday, January 22, 2019 Views
Vanguard Simultaneously Won and Lost Last Month
M* updates October 2018 flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, November 27, 2018 Views
Two-Thirds of the Giants Suffer Outflows
M* updates flows data for ETFs and long-term open-end mutual funds for October 2018...
MutualFundWire.com - Monday, November 19, 2018 Views
Who Will Succeed This Key Edward Jones Exec?
A principal at the broker-dealer is moving on to a non-profit...
MutualFundWire.com - Wednesday, October 24, 2018 Views
Week In Preview, October 15-21
This week the teams at Eaton Vance, FA magazine, the FIASI, the FPA, High Water Women, the IDC, the ICI, Merk, the MMI, Morgan Creek, NAPFA, Riskalayze, and Robo Global are all hosting events...
MutualFundWire.com - Monday, October 15, 2018 Views
Aberdeen Standard's STAR Shines In Chi-Town
The Scottish multinational asset manager's U.S. arm leads the pack at an industry awards show...
MutualFundWire.com - Wednesday, October 10, 2018 Views
The Five Most Powerful Women In Asset Management
A trade pub puts five fundsters on its list of the 25 most powerful women in finance...
MutualFundWire.com - Tuesday, September 25, 2018 Views
BlackRock and PGIM Gain a Key Distro Ally
A big B-D adds the two asset managers to a list of eight other strategic product partners...
MutualFundWire.com - Tuesday, July 31, 2018 Views
Week In Preview, July 23-29
This week several publicly traded asset managers are reporting their earnings...
MutualFundWire.com - Monday, July 23, 2018 Views
Week In Preview, June 11-17
The teams at FIASI, M*, MFDF, and Osney are all hosting events this week...
MutualFundWire.com - Monday, June 11, 2018 Views
Week In Preview, May 29 - June 3
This week the teams at Carson Group, Deutsche Bank, KBW, and US SIF are all hosting events...
MutualFundWire.com - Tuesday, May 29, 2018 Views
Is Virtus Taking an M&A Break?
George Aylward talks to analysts about the New England-based firm's Q1 2018 results...
MutualFundWire.com - Wednesday, May 2, 2018 Views
Hung Hires a U.S. Distro Chief
The new hire will oversee DC I-O, relationship management, third-party distribution, and more...
MutualFundWire.com - Thursday, April 19, 2018 Views
Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
Yesterday about 180 fundsters gathered in midtown Manhattan for the 16th annual edition of an industry awards bash...
MutualFundWire.com - Wednesday, February 28, 2018 Views - Reader Rating: 5
Week In Preview, February 20-25
The ABA, Cohen & Steers, and PGIM are all hosting events this week...
MutualFundWire.com - Tuesday, February 20, 2018 Views
And the 2017 Fund Manager of the Year Winners Are ...
Causeway, Fidelity, PGIM, and T. Rowe win big with a certain investment research giant in Chi-Town...
MutualFundWire.com - Wednesday, January 24, 2018 Views
T. Rowe, Fido, and Pimco Lead This Awards Race
A research giant highlights the PMs behind 16 funds from 15 firms. Which four funds' PMs will win?..
MutualFundWire.com - Friday, January 12, 2018 Views
2017's Most Popular MFWire Stories
Here are our most read stories of the year...
MutualFundWire.com - Friday, December 29, 2017 Views
OppFunds and Columbia Threadneedle Win Big in Chitown
Last night was also a big night for Aberdeen Standard, Franklin Templeton, Hennessy, J.P. Morgan, John Hancock, Matthews Asia, Saturna Capital, T. Rowe Price and 26 other firms...
MutualFundWire.com - Thursday, October 26, 2017 Views
Filings For Fundsters - October 2, 2017
The latest mutual fund industry filings with the SEC...
MutualFundWire.com - Monday, October 2, 2017 Views
New Fund Fuss - September 28, 2017
A roundup of recent launches and other industry news...
MutualFundWire.com - Thursday, September 28, 2017 Views
Filings For Fundsters - September 13, 2017
The latest mutual fund industry filings with the SEC .....
MutualFundWire.com - Wednesday, September 13, 2017 Views
A 22-Year Vet Leaves Hartford Funds
He held a key distribution role at the fund firm, and there is no word yet on who will fill his shoes.....
MutualFundWire.com - Friday, August 11, 2017 Views
Filings for Fundsters - August 11, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, August 11, 2017 Views
Week In Preview, July 24-30
In less than a week, thousands of FAs and fundsters will converge in Beantown...
MutualFundWire.com - Monday, July 24, 2017 Views
B-Ds Are Shifting Away From Direct Fund Biz
As the DoL's possible final implementation date approaches, direct or so-called "check-and-app" mutual fund business is out of favor at broker-dealers...
MutualFundWire.com - Wednesday, July 19, 2017 Views
Follow the Fundsters - July 3, 2017
Hires, fires, and the like!..
MutualFundWire.com - Monday, July 3, 2017 Views
Levinson Brings a Cohen and Steers Alum to Hartford
The new hire will be focused on growing and strengthening Hartford's B-D relationships.....
MutualFundWire.com - Thursday, June 29, 2017 Views
Top Dogs at RidgeWorth Depart Post-Virtus
After the acquisition closed earlier this month, these execs are moving on...
MutualFundWire.com - Friday, June 16, 2017 Views
Follow the Fundsters - June 14, 2017
Hires, fires, and the like!..
MutualFundWire.com - Wednesday, June 14, 2017 Views
The New Fund Fuss - May 17, 2017
The latest news on funds!..
MutualFundWire.com - Wednesday, May 17, 2017 Views
Brady Hires Thornburg's First Global Distro Chief
An intermediary distribution veteran returns to the mutual fund biz in a top role for the New Mexico-based mutual fund shop...
MutualFundWire.com - Monday, May 15, 2017 Views
Three Fund Firm Mergers Near Their Finish Lines
Meanwhile, a fourth is expected to close next quarter...
MutualFundWire.com - Tuesday, May 2, 2017 Views
Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
99 mutual fund shops win at an industry awards show in the Big Apple, and most won multiple awards...
MutualFundWire.com - Friday, March 24, 2017 Views - Reader Rating: 3
The New Fund Fuss - March 23, 2017
The latest funds about to make their grand debut!..
MutualFundWire.com - Wednesday, March 22, 2017 Views
Filings for Fundsters - March 20, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, March 20, 2017 Views
The New Fund Fuss - March 3, 2017
The latest funds about to make their grand debut! ..
MutualFundWire.com - Friday, March 3, 2017 Views
Sloane Expands USAA's Key Account and Investment Resource Teams
The Texas mutual fund shop's third-party distro chief welcomes two more people to his team...
MutualFundWire.com - Thursday, February 16, 2017 Views
Eye for Earnings - February 6, 2017
The latest earnings releases are here!..
MutualFundWire.com - Monday, February 6, 2017 Views
Virtus Raises RidgeWorth Cash, and a Hedge Fundster Speaks Out
The publicly-traded mutual fund shop is selling $200 million in stock to help finance the deal. Meanwhile, an activist investor is begging Virtus not rely on cash for the deal...
MutualFundWire.com - Friday, January 27, 2017 Views
Filings for Fundsters - January 13, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, January 13, 2017 Views
Aylward's Transformational Deal
The Virtus chief just unveiled an acquisition that will nearly double the size of his company. He talked with MFWire about what's next...
MutualFundWire.com - Thursday, December 22, 2016 Views
Filings for Fundsters - December 20, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com - Tuesday, December 20, 2016 Views
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