MFS International Large Cap Value was added as the sixth strategy on the roster in mid-2020, and its weight was raised to its target allocation of 15% during the second half of that year.

Longtime comanager Nevin Chitkara plans on retiring in May 2026, with Tom Crowley, the current lead sector analyst at MFS for capital goods companies, set to join the management team at year-end ...

The managers rely heavily on MFS’ strong central analyst team. MFS’ equity analysts do the bulk of the fundamental research and supply the portfolio managers with buy, sell, and hold ...

One of MFS International Equity’s managers will retire in June 2026, long after an experienced manager from another of the family’s funds joins the team in May 2025. The more-than-a-year ...

But unlike many of their MFS colleagues, the managers here dedicate roughly one third of the portfolio’s assets to opportunistic stocks, which are companies they believe are due to improve ...

Stocks meeting these criteria must also sell at discounts to MFS' estimates of earnings or cash flow growth, so the portfolio is n't full of stocks selling at lofty valuations. The process is ...

MFS Equity Income Fund earns a High Process Pillar rating. The main contributor to the rating is the fund's strong long-term risk-adjusted performance. This can be seen in its ten-year alpha ...

This series' roster of underlying funds takes full advantage of MFS' might as an active manager. Of the 29 funds utilized in this series, 22 receive Morningstar Medalist Ratings of Bronze or ...

MFS New Discovery Value Fund earns an Above Average Process Pillar rating. The main driver of the rating is the firm's retention rate of the firm's portfolio managers, which is 92% over the ...

Our research team assigns Silver ratings to strategies that they have a high conviction will outperform the relevant index, or most peers, over a market cycle on a risk-adjusted basis. The ...