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MFWire: MFS Mutual Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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MFS Investment Management
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111 Huntington Ave.
Boston, MA 02199
Google Maps
Contact
Main Phone: 800-343-2829
Web Site:
http://www.mfs.com
Mutual Fund Brand(s)
MFS Mutual Funds
Research Links
SEC Fund Filings by CIK
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Background:
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MFS established the first U.S. mutual fund -- Massachusetts Investors Trust -- in 1924, which was also the first mutual fund to register under the the Securities Act of 1933. MFS also introduced the first globally diversified fixed-income mutual fund, the first global balanced fund, and the first high-yield municipal bond fund, and launched one of the first in-house research departments in the business, in 1932.
In 1936, MFS even helped prevent Washington from adding more taxation to mutual funds.
As of summer 2015, MFS had more than 1,800 employees around the world, including more than 200 investment professionals working with more than 80 mutual funds in the U.S. alone. It has investment offices in Hong Kong, London, Mexico City, Sao Paulo, Singapore, Sydney, Tokyo, and Toronto, as well as in its Boston headquarters.
It also has the MFS Meridian Funds, more than 35 mutual funds for non-U.S. investors. It also offers its variable insurance trust (VIT) funds. And MFS launched its first institutional separate account in 1972.
Sun Life Purchase
In 1982 Sun Life Assurance Co. of Canada purchased MFS for a reported $55 million.
2003 Fund Scandals
MFS was one of more than a dozen fund complexes investigated for allowing improper trades by fund shareholders. The fund firm settled the allegations by paying $225 million in fines ($50 million) and restitution ($157 million) and reduced fees ($125 million over five years). John Ballen (CEO) and Kevin Parke (president & CIO) also resigned as part of the settlement.
In response to the issues, MFS brought in Fidelity veteran Robert Pozen as non-executive chairman to lead the effort to restore the firm's reputation.
Former portfolio manager Robert Manning took the helm as CEO in February 2004.
Possible Sale - 2006
Parent Sun Life hired bankers to shop MFS in 2006. Interested buyers included Ameriprise and T. Rowe Price, according to published reports. However, by the end of the year Sun Life took MFS off of the market.
Separately, Sun Life took over MFS' 401(k) retirement business and operated it as Sun Life Retirement Services until that business was sold to the Hartford in December 2007.
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Sponsored Opportunities
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Key People:
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Mike Roberge
CEO, Chairman, MFS Investment Management | Jim Jessee
Invest in Others Charitable Organization | Carol Geremia
Co-Head of Global Distribution, President of MFS Institutional Advisors, MFS Investment Management | Robin Stelmach
Chief Operating Officer, MFS Investment Management | Amrit Kanwal
Chief Financial Officer, MFS Investment Management | Mark Leary
Chief Human Resources Officer, MFS Investment Management | Bill Adams
Chief Investment Officer, Global Fixed Income, MFS Investment Management | Kevin Beatty
Chief Investment Officer, Global Equity, MFS Investment Management | Mark Polebaum
General Counsel, MFS Investment Management | Mike Keenan
Senior Managing Director / National Accounts, MFS |
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4/1/2013
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3/15/2013
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Stork and Reaper for the Week of March 11, 2013
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2/15/2013
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Three MFS Things to Know From Sun Life's Earnings
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12/24/2012
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It’s Official. MFS is Now at 111 Huntington Ave.
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12/20/2012
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12/7/2012
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Is Your Shop on The Nice List or the Naughty One?
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12/3/2012
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WSJ Warns Investors of the Bond Cliff
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11/13/2012
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MFS Serves Lunch with a Side of Equities
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11/6/2012
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Dodge & Cox Tops M* Ranking of Fund Firms
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10/10/2012
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MFS Aims Its New Ad Campaign at Professionals
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9/28/2012
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Stork and Reaper for September 28, 2012
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9/5/2012
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Fidelity Welcomes MFS' Ex-DC I-O Chief
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8/15/2012
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Stork and Reaper for August 15, 2012
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8/10/2012
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Stork and Reaper for August 10, 2012
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6/18/2012
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Manning Revamps MFS' Brand
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5/11/2012
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Record Sales Lift MFS' AUM
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3/29/2012
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MFS' Parent Consolidates Canadian Funds
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2/22/2012
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Rittling Moves on from MFS
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12/13/2011
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SunLife Vows Commitment to MFS
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11/15/2011
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Vanguard Dominates Morningstar's New Ratings
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11/15/2011
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MFS Puts its Investment Pros in the Spotlight
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11/3/2011
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Assets, Income and Inflows Dip For MFS
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9/29/2011
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Beaulieu Heads North as Sun Life Consolidates
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8/9/2011
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Morningstar Downgrades Schwab's and DWS' Target-Date Ratings
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8/4/2011
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Sun Life's Chief Touts a 'Robust' Q2 for MFS
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7/18/2011
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Beantown PMs Ponder a Possible U.S. Default
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7/5/2011
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Sun Life's Next CEO Sees 'Great Opportunities' to Grow MFS
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5/27/2011
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How MFS' CEO is Starting the Holiday Weekend
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4/25/2011
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MFS Brings a Sub-Advisor PM In-House
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3/24/2011
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MFS and Delaware Take Home the Gold
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3/4/2011
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Pozen Could Challenge Scott Brown From the Center
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2/17/2011
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Sunny Days at MFS
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1/3/2011
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Could the Senate Be in a Former Fidelity Honcho's Future?
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12/27/2010
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Syre Crowns the Mutual Fund Star of the Year
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11/22/2010
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SEC Investigates Kinnucan Client for Insider Trades
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11/11/2010
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91. Marty Beaulieu
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11/4/2010
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The Sun Shines on MFS
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10/12/2010
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A New Data Beacon Guides Fund Firms to 401k
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9/28/2010
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TCW Loses a Sub-Advisory Mandate
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9/14/2010
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Which Fund Firms are Top of Mind Among Advisors?
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8/30/2010
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Investors Open Flood Gates into Bond Funds
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8/30/2010
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A Trade Pub IDs Target-Date Funds with Above-Average Turnover
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