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66.180
+0.240
+0.36%
- Morningstar Rating:
- Total Assets: 416.35M
MFS Global Growth Fund Class R6
66.180
+0.240
+0.36%
- Overview
- Profile
- Historical Data
- Holdings
Mfs Global Growth Fund Class R6 Overview
On this page you'll find an in-depth profile of Mfs Global Growth Fund Class R6. Learn about the key management, total assets, investment strategy and contact information of 0P0000Y51U among other information.
Investment Strategy
The investment seeks capital appreciation. The fund normally invests its assets primarily in U.S. and foreign equity securities, including emerging market equity securities. 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. MFS focuses on investing the fund's assets in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies (growth companies).
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Joseph Skorski | Portfolio Manager | 2018 | Now |
| Biography | Mr. Skorski joined MFS in 2007 and has more than two decades of investment experience. During his tenure at the firm, he has had both equity research analyst and portfolio management responsibilities. He joined the portfolio management team of the MFS® Global Growth Equity and MFS® Global Growth Concentrated Equity strategies in 2018 and previously had portfolio management responsibilities for the firm’s Japan Equity strategy. | ||
| Jeffrey C. Constantino | Investment Officer | 2008 | Now |
| Biography | Jeffrey C. Constantino is a portfolio manager, and was an equity research analyst for 5 years until he was promoted to his current position at Massachusetts Financial Services Company in 2005. Prior to joining MFS in 2000, he was employed as a financial consultant in mergers and acquisitions for Arthur Andersen LLP. Constantino holds the Chartered Financial Analyst designation and Certified Public Accountant designation. | ||
| David A. Antonelli | Vice Chairman | 2010 | 2021 |
| Biography | Mr. Antonelli is senior vice president and director of international equity reserach of MFS Investment Management. He joined the firm in 1991 as a research analyst following foreign stocks, with a concentration in continental Europe. He was named assistant vice president in 1994, vice president in 1995, portfolio manager in 1997, and director of international equity research and senior vice president in 1999. | ||
| Barry Dargan | CEO & Lead Portfolio Manager | 2003 | 2010 |
| Biography | Barry is a Chartered Accountant, has a BSc degree in economics from City University, London and studied Japanese at Keio University, Tokyo. Barry was previously Partner, Managing Director and Portfolio Manager at Artisan Partners where he set up, lead-managed and was sole decision maker for the Artisan Global Equity strategy and opened the London office (2010-2013). Artisan’s Global Equity fund had top decile performance under his tenure, with buy ratings from leading global consultants. Before that Barry was a Managing Director and Portfolio Manager at MFS (1996-2010) where he was portfolio manager of the MFS International Growth Fund (2001-2010) and co-manager of the MFS Global Growth Fund (2003-2010). During his tenure these funds had consistent top quartile performance and had buy ratings with major consultants. Barry worked in Boston, Tokyo (where he opened the MFS office) and London during his time at the firm. Previous history was as an Executive Director and head of global technology research at SG Warburg in Tokyo (1992-1996), head of research and technology analyst covering Japanese technology at James Capel, Tokyo (1988-1992) where he led the Extel number-one rated technology research team two years running, investment analyst covering European technology at Phillips & Drew, London (1984-1988) and he started his career at Arthur Andersen as a Chartered Accountant in London (1981-1984). | ||
| Nicholas D. Smithie | Investment Officer, emerging markets equity Portfolio Manager, Equity Resea | 2002 | 2008 |
| Biography | Investment Officer Emerging Markets Equity Portfolio Manager Responsible for final buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. Joined MFS in 1998 as an Equity Research Analyst following a variety of industries including banks, telecommunications, technology, basic materials, and extraction industries; named Portfolio Manager in 2000 Previous experience includes: two-and-a-half years as a Global Emerging Markets Portfolio Manager for Gartmore Investment Management; two years as an Assistant Manager in the Developing Country Finance Group for West Merchant Bank; one year as a Consultant for Republic National Bank of New York; and four years as a Chartered Accountant for Coopers & Lybrand Affiliation(s): Associate of the Institute of Chartered Accountants in England & Wales (ACA); CFA Institute; CFA Society of the U.K. Oxford University, MA | ||
| Thomas Melendez | Investment Officer | 2004 | 2006 |
| Biography | Thomas Melendez is an investment officer at MFS Investment Management® (MFS®) and an institutional equity portfolio manager of the firm's global equity portfolios. He joined MFS in 2002 as an institutional portfolio manager with more than 10 years experience, including three years as an emerging market product specialist for Schroders North America, two years as a general manager for Schroders Argentina, and another three years as a vice president, Latin American fund manager for Schroders Capital Management International, London. | ||
| John E. Lathrop | Portfolio Manager | 2000 | 2003 |
| Biography | Lathrop is a vice president and portfolio manager with MFS Investment Management. He joined MFS in 1994 from another major investment management firm where he had worked as an equity analyst, statistical analyst and institutional account controller since 1988. He was named assistant vice president in 1995, vice president in 1996, and portfolio manager in 1999. Lathrop holds the Chartered Financial Analyst designation. | ||
| David A. Antonelli | Vice Chairman | 1999 | 2003 |
| Biography | Mr. Antonelli is senior vice president and director of international equity reserach of MFS Investment Management. He joined the firm in 1991 as a research analyst following foreign stocks, with a concentration in continental Europe. He was named assistant vice president in 1994, vice president in 1995, portfolio manager in 1997, and director of international equity research and senior vice president in 1999. | ||
| Toni Y. Shimura | Senior Vice President | 1995 | 2000 |
| Biography | Shimura is senior vice president with MFS Investment Management. She joined the firm in 1987 as a research analyst. Later, she was named an investment officer in 1990, assistant vice president in 1991, vice president in 1992, and a portfolio manager in 1993 and senior vice president in 1999. | ||
| John W. Ballen | president/chief Investment Officer | 1993 | 2000 |
| Biography | Ballen is president, chief investment officer, and a member of the management committee and board of directors of MFS Investment Management. He joined the firm in 1984 as a research analyst. Later, he was named investment officer and portfolio manager in 1986, vice president in 1987, director of research in 1988, senior vice president in 1990, director of equity portfolio management in 1993, chief equity officer in 1995. | ||
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