Effective June 1, 2025, Tim Dittmer will join MFS Growth as a comanager alongside Brad Mak, while comanager Eric Fischman will continue to co-lead the strategy until June 1, 2026, at which point he ...
On Dec. 1, 2025, MFS announced that portfolio manager Claud Davis intends to retire from the firm and MFS Utilities on Sept. 30, 2026. Davis has been a named manager on the fund since April 2014 and ...
“In the U.S., the policy environment will support economic growth through rate cuts and fiscal stimulus, especially in the first half of the year,” MFS, which has $661 billion in AUM, said in its 2026 ...
Commenting on the launch, Michael Roberge, CEO and chair of MFS, said, "Since the creation of the mutual fund a hundred years ago, MFS has continually evolved how we deliver long-term value to our ...
The fund has adopted a managed distribution plan. Under a managed distribution plan, to the extent that sufficient investment income is not available on a monthly basis, the fund will distribute ...
MFS Investment Management ® (MFS ®) released today the distribution income sources for five of its closed-end funds for 025: MFS ® Charter Income Trust (NYSE: MCR), MFS ® Government Markets Income ...
If investors are looking at the Sector - Tech fund category, MFS Technology Fund A (MTCAX) could be a potential option. MTCAX holds a Zacks Mutual Fund Rank of 2 (Buy), which is based on various ...
The investment seeks total return. The fund invests its assets in equity securities and debt instruments. Equity securities include common stocks, depositary receipts, and other securities that ...
Aberdeen Investments has reached agreement with MFS to acquire the management of closed end fund (CEF) assets totaling £1.5bn.
The parties in the lawsuit Velazquez v. MFS have filed a proposed settlement agreement in the U.S. District Court for the District of Massachusetts. The lawsuit had alleged that MFS defendants seeded ...
BOSTON--(BUSINESS WIRE)--MFS® today launched the firm’s first actively managed exchange-traded funds, marking its entry into the fast-growing active ETF market, which now accounts for nearly $700 ...
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