MFS Total Return A
- MSFRX
- Price as of: Jan 21, 2021
-
$20.85
N/A N/A
- Primary Theme
- U.S. Balanced Allocation
- Fund Company
- MFS
- Share Class
MSFRX - Snapshot
Vitals
- YTD Return 1.6%
- 3 Yr Annualized Return 7.5%
- 5 Yr Annualized Return 8.7%
- Net Assets $8.09 B
- Holdings in Top 10 18.3%
52 WEEK LOW AND HIGH
Expenses
OPERATING RELATED FEES
- Expense Ratio 0.73%
SALES FEES
- Front Load 5.75%
- Deferred Load N/A
BROKERAGE FEES
- Turnover 92.00%
TRADING FEES
- Max Redemption Fee N/A
Min Investment
- Standard (Taxable) $1,000
- IRA $250
Fund Classification
-
Primary Theme
U.S. Balanced Allocation
- Fund Type Open End Mutual Fund
- Investment Style Allocation--50% to 70% Equity
MSFRX - Profile
Distributions
- YTD Total Return 1.6%
- 3 Yr Annualized Total Return 5.4%
- 5 Yr Annualized Total Return 7.4%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 1.87%
- Dividend Yield 0.0%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameMFS Total Return Fund
-
Fund Family NameMFS
-
Inception DateOct 06, 1970
-
Shares OutstandingN/A
-
Share ClassA
-
CurrencyUSD
-
Domiciled CountryUnited States
-
ManagerSteven Gorham
Fund Description
The fund invests its assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. Debt instruments include corporate bonds, U.S. government securities, securitized instruments, foreign government securities, and other obligations to repay money borrowed. It generally invests approximately 60% of its assets in equity securities and approximately 40% of its assets in debt instruments.
MSFRX - Performance
Return Ranking - Trailing
Period | MSFRX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 1.6% | -2.6% | 22.2% | 73.30% |
1 Yr | 9.7% | -19.5% | 56.4% | 72.31% |
3 Yr | 7.5%* | -3.2% | 16.3% | 62.35% |
5 Yr | 8.7%* | 0.6% | 18.3% | 63.03% |
10 Yr | 8.2%* | 1.3% | 14.3% | 44.96% |
* Annualized
Return Ranking - Calendar
Period | MSFRX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2020 | 2.4% | -39.0% | 56.4% | 85.37% |
2019 | 16.3% | -5.8% | 25.7% | 23.45% |
2018 | -10.2% | -52.1% | 0.0% | 36.04% |
2017 | 6.0% | -9.2% | 32.7% | 73.22% |
2016 | 5.1% | -43.7% | 17.8% | 31.92% |
Total Return Ranking - Trailing
Period | MSFRX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 1.6% | -2.1% | 21.8% | 73.30% |
1 Yr | 3.4% | -19.5% | 56.4% | 91.31% |
3 Yr | 5.4%* | -3.2% | 16.3% | 83.23% |
5 Yr | 7.4%* | 0.6% | 18.3% | 81.59% |
10 Yr | 7.6%* | 1.3% | 14.3% | 60.63% |
* Annualized
Total Return Ranking - Calendar
Period | MSFRX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2020 | 2.4% | -39.0% | 56.4% | 85.37% |
2019 | 16.7% | -5.8% | 25.7% | 16.77% |
2018 | -5.8% | -47.9% | 0.8% | 26.32% |
2017 | 12.2% | -5.1% | 56.2% | 58.98% |
2016 | 8.9% | -43.7% | 22.9% | 12.87% |
NAV & Total Return History
MSFRX - Holdings
Concentration Analysis
MSFRX | Category Low | Category High | MSFRX % Rank | |
---|---|---|---|---|
Net Assets | 8.09 B | 794 K | 183 B | 14.14% |
Number of Holdings | 882 | 2 | 14564 | 16.38% |
Net Assets in Top 10 | 1.48 B | 694 K | 32.5 B | 29.60% |
Weighting of Top 10 | 18.30% | 9.9% | 100.0% | 89.79% |
Top 10 Holdings
- United States Treasury Notes 1.375% 2.36%
- United States Treasury Notes 1.375% 2.17%
- Comcast Corp Class A 2.15%
- Comcast Corp Class A 2.14%
- Comcast Corp Class A 2.14%
- Comcast Corp Class A 2.14%
- Comcast Corp Class A 2.14%
- Comcast Corp Class A 2.14%
- Comcast Corp Class A 2.14%
- Comcast Corp Class A 2.14%
Asset Allocation
Weighting | Return Low | Return High | MSFRX % Rank | |
---|---|---|---|---|
Stocks | 59.04% | 0.20% | 142.57% | 69.40% |
Bonds | 39.16% | -1.33% | 106.21% | 15.52% |
Preferred Stocks | 0.88% | 0.00% | 27.31% | 11.93% |
Cash | 0.77% | -69.19% | 81.28% | 86.49% |
Convertible Bonds | 0.15% | 0.00% | 26.69% | 81.03% |
Other | 0.00% | -1.63% | 31.11% | 84.05% |
Stock Sector Breakdown
Weighting | Return Low | Return High | MSFRX % Rank | |
---|---|---|---|---|
Financial Services | 23.15% | 0.00% | 100.00% | 4.60% |
Healthcare | 17.07% | 0.00% | 46.72% | 4.89% |
Industrials | 15.86% | 0.00% | 32.94% | 5.03% |
Technology | 15.43% | 0.00% | 53.70% | 81.03% |
Consumer Defense | 9.84% | 0.00% | 21.27% | 18.53% |
Communication Services | 5.83% | 0.00% | 32.52% | 91.52% |
Utilities | 4.25% | 0.00% | 100.00% | 19.97% |
Basic Materials | 3.12% | 0.00% | 28.32% | 67.82% |
Consumer Cyclical | 2.50% | 0.00% | 23.83% | 94.11% |
Energy | 2.02% | 0.00% | 90.89% | 67.53% |
Real Estate | 0.93% | 0.00% | 99.68% | 90.09% |
Stock Geographic Breakdown
Weighting | Return Low | Return High | MSFRX % Rank | |
---|---|---|---|---|
US | 54.11% | 0.19% | 139.26% | 34.34% |
Non US | 4.93% | 0.00% | 35.96% | 70.83% |
Bond Sector Breakdown
Weighting | Return Low | Return High | MSFRX % Rank | |
---|---|---|---|---|
Securitized | 39.73% | 0.00% | 76.91% | 4.02% |
Corporate | 38.94% | 0.00% | 98.62% | 37.64% |
Government | 18.66% | 0.00% | 96.89% | 69.11% |
Cash & Equivalents | 1.89% | 0.13% | 100.00% | 91.95% |
Municipal | 0.78% | 0.00% | 22.44% | 33.05% |
Derivative | 0.00% | 0.00% | 34.08% | 79.02% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | MSFRX % Rank | |
---|---|---|---|---|
US | 35.30% | -1.33% | 61.96% | 18.53% |
Non US | 3.86% | -6.29% | 80.10% | 43.68% |
MSFRX - Expenses
Operational Fees
MSFRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 0.73% | 0.01% | 4.93% | 56.71% |
Management Fee | 0.35% | 0.00% | 1.75% | 49.65% |
12b-1 Fee | 0.25% | 0.00% | 1.00% | 42.79% |
Administrative Fee | N/A | 0.01% | 0.83% | N/A |
Sales Fees
MSFRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | 5.75% | 2.00% | 5.75% | 30.48% |
Deferred Load | N/A | 1.00% | 5.00% | N/A |
Trading Fees
MSFRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
MSFRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 92.00% | 0.00% | 484.00% | 75.64% |
MSFRX - Distributions
Dividend Yield Analysis
MSFRX | Category Low | Category High | MSFRX % Rank | |
---|---|---|---|---|
Dividend Yield | 0.00% | 0.00% | 4.46% | 67.09% |
Dividend Distribution Analysis
MSFRX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Annually | Monthly | Quarterly |
Net Income Ratio Analysis
MSFRX | Category Low | Category High | MSFRX % Rank | |
---|---|---|---|---|
Net Income Ratio | 1.87% | -1.51% | 11.02% | 32.68% |
Capital Gain Distribution Analysis
MSFRX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Daily | Annually |
Dividend Payout History
Date | Amount |
---|---|
Apr 01, 2019 | $0.030 |
Mar 01, 2019 | $0.030 |
Feb 01, 2019 | $0.030 |
Dec 31, 2018 | $0.045 |
Dec 03, 2018 | $0.032 |
Nov 01, 2018 | $0.032 |
Oct 01, 2018 | $0.032 |
Sep 04, 2018 | $0.032 |
Aug 01, 2018 | $0.032 |
Jul 02, 2018 | $0.032 |
Jun 01, 2018 | $0.030 |
May 01, 2018 | $0.030 |
Apr 02, 2018 | $0.030 |
Mar 01, 2018 | $0.030 |
Feb 01, 2018 | $0.030 |
Dec 29, 2017 | $0.037 |
Dec 01, 2017 | $0.032 |
Nov 01, 2017 | $0.030 |
Oct 02, 2017 | $0.030 |
Sep 01, 2017 | $0.030 |
Aug 01, 2017 | $0.030 |
Jul 03, 2017 | $0.030 |
Jun 01, 2017 | $0.030 |
May 01, 2017 | $0.030 |
Apr 03, 2017 | $0.030 |
Mar 01, 2017 | $0.030 |
Feb 01, 2017 | $0.030 |
Dec 30, 2016 | $0.060 |
Dec 01, 2016 | $0.031 |
Nov 01, 2016 | $0.030 |
Oct 03, 2016 | $0.030 |
Sep 01, 2016 | $0.030 |
Aug 01, 2016 | $0.030 |
Jul 01, 2016 | $0.030 |
Jun 01, 2016 | $0.030 |
May 02, 2016 | $0.030 |
Apr 01, 2016 | $0.030 |
Mar 01, 2016 | $0.030 |
Feb 01, 2016 | $0.030 |
Dec 31, 2015 | $0.109 |
Dec 01, 2015 | $0.030 |
Nov 02, 2015 | $0.030 |
Oct 01, 2015 | $0.030 |
Sep 01, 2015 | $0.030 |
Aug 03, 2015 | $0.030 |
Jul 01, 2015 | $0.030 |
Jun 01, 2015 | $0.030 |
May 01, 2015 | $0.030 |
Apr 01, 2015 | $0.030 |
Mar 02, 2015 | $0.030 |
Feb 02, 2015 | $0.030 |
Dec 31, 2014 | $0.037 |
Dec 01, 2014 | $0.034 |
Nov 03, 2014 | $0.034 |
Oct 01, 2014 | $0.034 |
Sep 02, 2014 | $0.034 |
Aug 01, 2014 | $0.034 |
Jul 01, 2014 | $0.034 |
Jun 02, 2014 | $0.034 |
May 01, 2014 | $0.033 |
Apr 01, 2014 | $0.030 |
Mar 03, 2014 | $0.030 |
Feb 03, 2014 | $0.030 |
Dec 31, 2013 | $0.038 |
Dec 02, 2013 | $0.027 |
Nov 01, 2013 | $0.027 |
Oct 01, 2013 | $0.027 |
Sep 03, 2013 | $0.027 |
Aug 01, 2013 | $0.027 |
Jul 01, 2013 | $0.027 |
Jun 03, 2013 | $0.027 |
May 01, 2013 | $0.027 |
Apr 01, 2013 | $0.029 |
Mar 01, 2013 | $0.029 |
Feb 01, 2013 | $0.029 |
Dec 31, 2012 | $0.055 |
Dec 03, 2012 | $0.029 |
Nov 01, 2012 | $0.029 |
Oct 01, 2012 | $0.029 |
Sep 04, 2012 | $0.029 |
Aug 01, 2012 | $0.029 |
Jul 02, 2012 | $0.029 |
Jun 01, 2012 | $0.029 |
May 01, 2012 | $0.029 |
Apr 02, 2012 | $0.029 |
Mar 01, 2012 | $0.029 |
Feb 01, 2012 | $0.029 |
Dec 30, 2011 | $0.048 |
Dec 01, 2011 | $0.030 |
Nov 01, 2011 | $0.030 |
Oct 03, 2011 | $0.028 |
Sep 01, 2011 | $0.028 |
Aug 01, 2011 | $0.028 |
Jul 01, 2011 | $0.026 |
Jun 01, 2011 | $0.026 |
May 02, 2011 | $0.026 |
Apr 01, 2011 | $0.026 |
Mar 01, 2011 | $0.026 |
Feb 01, 2011 | $0.026 |
Dec 31, 2010 | $0.026 |
Dec 01, 2010 | $0.026 |
Nov 01, 2010 | $0.026 |
Oct 01, 2010 | $0.026 |
Sep 01, 2010 | $0.026 |
Aug 02, 2010 | $0.026 |
Jul 01, 2010 | $0.026 |
Jun 01, 2010 | $0.026 |
May 03, 2010 | $0.026 |
Apr 01, 2010 | $0.028 |
Mar 01, 2010 | $0.028 |
Feb 01, 2010 | $0.028 |
Dec 31, 2009 | $0.028 |
Dec 01, 2009 | $0.028 |
Nov 02, 2009 | $0.028 |
Oct 01, 2009 | $0.028 |
Sep 01, 2009 | $0.028 |
Aug 03, 2009 | $0.028 |
Jul 01, 2009 | $0.028 |
Jun 01, 2009 | $0.028 |
May 01, 2009 | $0.028 |
Apr 01, 2009 | $0.028 |
Mar 02, 2009 | $0.032 |
Feb 02, 2009 | $0.032 |
Dec 31, 2008 | $0.036 |
Dec 01, 2008 | $0.032 |
Nov 03, 2008 | $0.032 |
Oct 01, 2008 | $0.032 |
Sep 02, 2008 | $0.032 |
Aug 01, 2008 | $0.032 |
Jul 01, 2008 | $0.035 |
Jun 02, 2008 | $0.035 |
May 01, 2008 | $0.035 |
Apr 01, 2008 | $0.035 |
Mar 03, 2008 | $0.035 |
Feb 01, 2008 | $0.035 |
Dec 31, 2007 | $0.035 |
Dec 03, 2007 | $0.035 |
Nov 01, 2007 | $0.035 |
Oct 01, 2007 | $0.035 |
Sep 04, 2007 | $0.035 |
Aug 01, 2007 | $0.035 |
Jul 02, 2007 | $0.034 |
Jun 01, 2007 | $0.034 |
May 01, 2007 | $0.034 |
Apr 02, 2007 | $0.039 |
Mar 01, 2007 | $0.039 |
Feb 01, 2007 | $0.039 |
Dec 29, 2006 | $0.031 |
Dec 07, 2006 | $0.066 |
Dec 01, 2006 | $0.031 |
Nov 01, 2006 | $0.031 |
Oct 02, 2006 | $0.031 |
Sep 01, 2006 | $0.031 |
Aug 01, 2006 | $0.031 |
Jul 03, 2006 | $0.031 |
Jun 01, 2006 | $0.031 |
May 01, 2006 | $0.031 |
Apr 03, 2006 | $0.031 |
Mar 01, 2006 | $0.031 |
Feb 01, 2006 | $0.031 |
Dec 30, 2005 | $0.031 |
Nov 01, 2005 | $0.031 |
Oct 03, 2005 | $0.031 |
Sep 01, 2005 | $0.031 |
Aug 01, 2005 | $0.031 |
Jul 01, 2005 | $0.031 |
Jun 01, 2005 | $0.031 |
May 02, 2005 | $0.031 |
Apr 01, 2005 | $0.034 |
Mar 01, 2005 | $0.034 |
Feb 01, 2005 | $0.034 |
Dec 31, 2004 | $0.043 |
Dec 01, 2004 | $0.033 |
Nov 01, 2004 | $0.035 |
Oct 01, 2004 | $0.032 |
Sep 01, 2004 | $0.032 |
Aug 02, 2004 | $0.031 |
Jul 01, 2004 | $0.031 |
Jun 01, 2004 | $0.031 |
May 03, 2004 | $0.031 |
Apr 01, 2004 | $0.030 |
Mar 01, 2004 | $0.030 |
Feb 02, 2004 | $0.030 |
Dec 31, 2003 | $0.030 |
Dec 01, 2003 | $0.030 |
Nov 03, 2003 | $0.030 |
Oct 01, 2003 | $0.021 |
Sep 02, 2003 | $0.027 |
Aug 01, 2003 | $0.028 |
Jul 01, 2003 | $0.031 |
Jun 02, 2003 | $0.033 |
May 01, 2003 | $0.034 |
Apr 01, 2003 | $0.034 |
Mar 03, 2003 | $0.034 |
Feb 03, 2003 | $0.034 |
Dec 31, 2002 | $0.034 |
Dec 02, 2002 | $0.033 |
Nov 01, 2002 | $0.034 |
Oct 01, 2002 | $0.034 |
Sep 03, 2002 | $0.034 |
Aug 01, 2002 | $0.034 |
Jul 01, 2002 | $0.034 |
Jun 03, 2002 | $0.035 |
May 01, 2002 | $0.036 |
Apr 01, 2002 | $0.036 |
Mar 01, 2002 | $0.036 |
Feb 01, 2002 | $0.036 |
Dec 31, 2001 | $0.036 |
Nov 01, 2001 | $0.040 |
Oct 01, 2001 | $0.040 |
Sep 04, 2001 | $0.040 |
Aug 01, 2001 | $0.040 |
Jul 02, 2001 | $0.040 |
Jun 01, 2001 | $0.040 |
May 01, 2001 | $0.040 |
Apr 02, 2001 | $0.040 |
Mar 01, 2001 | $0.040 |
Feb 01, 2001 | $0.040 |
Dec 29, 2000 | $0.040 |
Nov 01, 2000 | $0.040 |
Oct 02, 2000 | $0.040 |
Sep 01, 2000 | $0.040 |
Aug 01, 2000 | $0.040 |
Jul 03, 2000 | $0.040 |
Jun 01, 2000 | $0.039 |
May 01, 2000 | $0.039 |
Apr 03, 2000 | $0.039 |
Mar 01, 2000 | $0.039 |
Feb 01, 2000 | $0.039 |
Dec 31, 1999 | $0.039 |
Dec 01, 1999 | $0.038 |
Nov 01, 1999 | $0.037 |
Oct 01, 1999 | $0.035 |
Sep 01, 1999 | $0.035 |
Aug 02, 1999 | $0.035 |
Jul 01, 1999 | $0.035 |
Jun 01, 1999 | $0.035 |
May 03, 1999 | $0.040 |
Apr 01, 1999 | $0.045 |
Mar 01, 1999 | $0.051 |
Feb 01, 1999 | $0.051 |
Dec 31, 1998 | $0.051 |
Dec 01, 1998 | $0.051 |
Nov 02, 1998 | $0.051 |
Oct 01, 1998 | $0.051 |
Sep 01, 1998 | $0.051 |
Aug 03, 1998 | $0.051 |
Jul 01, 1998 | $0.051 |
Jun 01, 1998 | $0.050 |
May 01, 1998 | $0.050 |
Apr 01, 1998 | $0.045 |
Mar 02, 1998 | $0.045 |
Feb 02, 1998 | $0.050 |
Dec 31, 1997 | $0.050 |
Dec 01, 1997 | $0.050 |
Nov 03, 1997 | $0.050 |
Oct 01, 1997 | $0.050 |
Sep 02, 1997 | $0.050 |
Aug 01, 1997 | $0.050 |
Jul 01, 1997 | $0.049 |
Jun 02, 1997 | $0.049 |
May 01, 1997 | $0.049 |
Apr 01, 1997 | $0.049 |
Mar 03, 1997 | $0.040 |
Feb 03, 1997 | $0.049 |
Dec 31, 1996 | $0.049 |
Dec 02, 1996 | $0.052 |
Nov 01, 1996 | $0.052 |
Oct 01, 1996 | $0.052 |
Sep 03, 1996 | $0.052 |
Aug 01, 1996 | $0.052 |
Jul 01, 1996 | $0.052 |
Jun 03, 1996 | $0.052 |
May 01, 1996 | $0.052 |
Apr 01, 1996 | $0.050 |
Mar 01, 1996 | $0.050 |
Feb 01, 1996 | $0.051 |
Dec 29, 1995 | $0.052 |
Dec 01, 1995 | $0.054 |
Nov 01, 1995 | $0.054 |
Oct 02, 1995 | $0.054 |
Sep 01, 1995 | $0.054 |
Aug 01, 1995 | $0.054 |
Jul 03, 1995 | $0.052 |
Jun 01, 1995 | $0.052 |
May 01, 1995 | $0.052 |
Apr 03, 1995 | $0.052 |
Mar 01, 1995 | $0.052 |
Feb 01, 1995 | $0.050 |
Dec 30, 1994 | $0.047 |
Dec 01, 1994 | $0.041 |
Nov 01, 1994 | $0.044 |
Oct 03, 1994 | $0.044 |
Sep 01, 1994 | $0.043 |
Aug 01, 1994 | $0.043 |
Jul 01, 1994 | $0.045 |
Jun 01, 1994 | $0.045 |
May 02, 1994 | $0.045 |
Apr 01, 1994 | $0.137 |
Oct 01, 1993 | $0.147 |
MSFRX - Fund Manager Analysis
Managers
Steven Gorham
Start Date
Tenure
Tenure Rank
Jan 21, 2002
18.96
19.0%
Steven R. Gorham, CFA, is an investment officer of MFS Investment Management® (MFS®) and a portfolio manager of the value and global balanced portfolios of our mutual funds, variable annuities, and institutional investment products. Steve joined MFS in 1989 as a teleservices representative and became a member of the Financial Advisor Division sales desk in 1991. In 1992 he joined the Equity Research Department, and he became a research analyst in 1993 and an investment officer in 1996. He was named portfolio manager in 2000.
Joshua Marston
Start Date
Tenure
Tenure Rank
Nov 20, 2008
12.12
12.1%
Joshua P. Marston, Portfolio Manager, is an Investment Officer, Director of Fixed Income, and Director of Structured & Financial Research at MFS Investment Management® (MFS®). Josh's responsibilities include managing MFS' fixed income portfolio management team as well as oversight of MFS' structured product strategy, dedicated structured product portfolios, and portfolio management responsibilities for several of the firm's other fixed income strategies. Mr. Marston has been employed in the investment area of MFS since 1999 as a credit analyst.
Robert Persons
Start Date
Tenure
Tenure Rank
Apr 05, 2017
3.74
3.7%
Robert D. Persons, CFA, is an investment officer of MFS Investment Management® (MFS®) and a fixed income portfolio manager. Robert joined MFS in 2000 as an investment grade fixed income research analyst. Prior to joining MFS, he served six years as a bond analyst/portfolio manager for Scudder Kemper Investments; three years as an investment manager for The Travelers Insurance Company; and three years as an investment analyst for Bailard, Biehl & Kaiser. He earned a Bachelor of Arts degree from Bucknell University and a Master of Business Administration degree from Northwestern University.
Alexander Mackey
Start Date
Tenure
Tenure Rank
Dec 31, 2019
1.0
1.0%
Alexander M. Mackey, CFA, is an investment officer and fixed income portfolio manager with MFS Investment Management(r) (MFS(r)). He has portfolio management responsibilities on the firm's limited duration and multi-sector fixed income strategies. He also has research analyst responsibilities. Alexander joined MFS in 1998 as a financial control assistant and was promoted to section manager in 2000. He joined the Fixed Income Department as a research associate in 2001 was promoted to fixed income research analyst in 2004. He took on portfolio management responsibilities in 2017. Alexander has a bachelor's degree from Trinity College and holds the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Society of Boston.
Henry Peabody
Start Date
Tenure
Tenure Rank
Dec 31, 2019
1.0
1.0%
HENRY L. PEABODY, CFA, AVP, Research Analyst, B.A. Trinity College. Mr. Peabody is a Vice President and investment grade credit analyst in Eaton Vance’s investment grade fixed income group. Prior to joining Eaton Vance in 2013, Mr. Peabody served as a credit research analyst with Merganser Capital Management (2010 - 2013) and as an analyst and trader with Emerson Investment Management (2004 - 2010). Mr. Turgel is a Vice President and senior credit analyst and has been a member of Eaton Vance’s bank loan group for more than five years. Henry joined Merganser in 2010 and is a research analyst working with the credit sector team. Prior to joining Merganser, Henry worked at Emerson Investment Management as a Senior Analyst/Trader. He covered high grade and high yield credit and led the Core Investment Grade management team. In addition to credit research and portfolio management responsibilities, Henry also traded fixed income securities. Henry is currently pursuing his M.B.A. at Boston College. Henry holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Securities Analyst Society.
Johnathan Munko
Start Date
Tenure
Tenure Rank
Dec 31, 2019
1.0
1.0%
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.01 | 37.03 | 6.05 | 1.0 |