James Fallon is an investment officer and a portfolio manager at MFS Investment Management. Fallon manages domestic and international quantitative portfolios as a member of the MFS Quantitative Solutions Team. He joined MFS in 1999 as a securities lending administrator, later becoming an equity research associate, then equity quantitative research analyst, before assuming his current role in 2007. Prior to joining MFS, Fallon served as mutual fund custody accountant for Investors Bank & Trust. He holds a bachelor’s degree from the University of New Hampshire and a MBA from Boston University, as well as being a CFA charter holder.
Matthew Krummell is an investment officer and portfolio manager at MFS Investment Management, where he has worked since 2001. Krummell joined the firm as a quantitative equity research analyst, having previously worked as an analyst and portfolio manager at Pioneer Investments. Before this he held positions at Putnam Investments and Mellon Capital Management. Krummell earned a bachelor’s degree from the University of California and a Master of Business Administration from the University of Chicago.
As a portfolio manager and investment officer at MFS Investment Management, Jonathan Sage manages blended research equity strategies and is responsible for portfolio construction, as well as risk and cash management. Sage joined MFS in 2000 as a quantitative research analyst and was named portfolio manager in 2005. Prior to joining MFS, he spent two years as a supervisor of portfolio administration for Santander Global Advisors, Inc. and three years as a senior mutual fund accountant for First Data Investor Services Group. Sage earned a bachelor’s degree from Tufts University and holds both a Masters of Business Administration and a Masters of Finance from Boston College.
The Funds objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in U.S. equity securities. The Fund may also invest in equity securities of non-US companies, including those located in developed and emerging markets. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies) or in a combination of growth and value companies.
Rank 729/882 Total Return
Rank 467/882 Standard Deviation
Rank 612/882 Max Drawdown
|727||Vitruvius US Equity B USD||USD||
|728||SERI-VALUE FUNDS America Equity (USD)||USD||
|729||MFS Meridian Funds-US Equity Opportunities A1 USD||USD||
|730||Vanguard US Fundamental Value Inv USD||USD||
|731||Mackenzie Cundill US Class Series A||USD||
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|467||T. Rowe US Equity C Acc||USD||
|467||MFS Meridian Funds-US Equity Opportunities A1 USD||USD||
|467||Mackenzie US Large Cap Class Series A||USD||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date19/02/2015
- Share Class size03Mn
- Base currencyUSD
- Min. initial investment5,000
- Min. regular additional investment0
- Annual management1.05%