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10.27
-0.00
0.00%
22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 179.81M
MFS MA Municipal Bond A
10.27
-0.00
0.00%
- Overview
- Profile
- Historical Data
- Holdings
Mfs Massachusetts Municipal Bond Fund Class A Overview
On this page you'll find an in-depth profile of Mfs Massachusetts Municipal Bond Fund Class A. Learn about the key management, total assets, investment strategy and contact information of MFSSX among other information.
Investment Strategy
The investment seeks total return with an emphasis on income exempt from federal income tax and personal income tax, if any, of Massachusetts, but also considering capital appreciation. The fund invests, under normal market conditions, at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax and personal income tax, if any, of Massachusetts. Interest from the fund's investments may be subject to the federal alternative minimum tax. The adviser normally invests the fund's assets primarily in municipal instruments.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael L. Dawson | Investment Officer | 1999 | Now |
| Biography | Michael L. Dawson is an investment officer and a portfolio manager of MFS Investment Management® (MFS®). Michael joined MFS in 1998 and was named portfolio manager in 1999. Prior to joining MFS, Michael worked in institutional sales - fixed income for Fidelity Capital Markets and Goldman Sachs. Prior to that, he was a research analyst in the municipal bond group at Franklin Templeton. He is a graduate of Santa Clara University and received an MBA degree from Babson College in 1999. He is a member of the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts. | ||
| Geoffrey L. Schechter | Investment Officer | 2000 | 2005 |
| Biography | Geoffrey L. Schechter, CFA, CPA, is an investment officer at MFS Investment Management® (MFS®) and a portfolio manager of the firm's government securities and municipal bond portfolios. Geoff joined MFS as an investment officer in 1993 after working as a municipal credit analyst with a major insurance company. He was named portfolio manager in 1993. Geoff is a graduate of the University of Texas and has an MBA degree from Boston University. He holds the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management. | ||
| Christopher J. Mier | Senior Vice President, Portfolio Manager | 1999 | 2000 |
| Biography | Mier is senior vice president and a portfolio manager with MFS Investment Management, his employer since April 1999. Prior to joining the firm, he spent 13 years as a managing director and portfolio manger in the municipal bond department at a major international money manager. Mier is a Chartered Financial Analyst. | ||
| John P. Kihn | Vice President, Portfolio Manager | 1998 | 1999 |
| Biography | Kihn is a vice president of MFS Investment Management. He joined MFS in October 1997 and was named portfolio manager later that year. He previously had worked as a senior quantitative analyst with a major investment management firm. | ||
| David B. Smith | CIO (Chief Investment Officer), Senior Portfolio Manager | 1993 | 1999 |
| Biography | David Smith has worked in the investment management field since 1990. As the Chief Investment Officer and Senior Portfolio Manager, he is responsible for the oversight and direction of Bright Rock Capital. He also is responsible for managing client portfolios. In this capacity, Mr. Smith is involved in performing research and setting investment policy. Prior to joining Bright Rock Capital in 2010, Mr. Smith was a founding partner, Senior Vice President and a Senior Portfolio Manager of Mellon Growth Advisors (MGA), a subsidiary of Mellon Financial Corporation. He was the lead portfolio manager for the firm’s MGA Small Cap Growth, MGA Small/Mid Cap Growth, and MGA Mid Cap Growth strategies. Previously, Mr. Smith was a Principal at State Street Global Advisors (SSgA) where he led the US Small/Mid Cap Growth strategies in its Global Fundamental Strategies group. Prior to this, he was Managing Director of real estate securities at the Tuckerman Group, SSgA’s real estate subsidiary. Mr. Smith holds a B.A. in Economics from the University of Massachusetts/Amherst and a M.S. in Finance from the Sawyer School of Management at Suffolk University. He is a CFA charter holder, a member of the CFA Institute and the Boston Security Analysts Society. Mr. Smith serves on the SSgA Advisory Council and on the MSF Advisory Board for the MSF Program at the Sawyer School of Management at Suffolk University. He is also on the Board of Directors of Cardinal Cushing Centers Inc. and the Investment Committee for the South Shore Chamber of Commerce. | ||
| Cynthia M. Brown | Managing Director | 1988 | 1993 |
| Biography | Cynthia M. Brown ■ Managing Director and Portfolio Manager ■ Managed the fund since 2015 ■ Rejoined subadvisor in 2013 ■ Managing Director of Municipal Research, Sterne Agee & Leach (2011–2013) ■ Director of Municipal Research, Gannet Welsh & Kotler (2008–2011) ■ Began business career in 1984 (including as an analyst and portfolio manager at the subadvisor from 2000 to 2003) | ||
| Peter Coffin | President | 1988 | 1993 |
| Biography | Peter Coffin is the founder and president at Breckinridge Capital Advisors, a Boston-based fixed income investment manager with over $44 billion in assets under management. Peter has over 37 years of experience in the investment industry. Before founding Breckinridge in 1993, Peter was a Senior Vice President with Massachusetts Financial Services (MFS), where he managed municipal bond portfolios and served on the MFS Fixed Income Policy Committee. As a ommittee member, he shared oversight for all the firm’s fixed income strategies. Peter began his career as an analyst, first in the Bond and Money Market group of the Connecticut National Bank, and then in Aetna’s Bond Investment division. Peter received a B.A. with honors in classical studies from Hamilton College in 1982 and currently serves on the college’s Board of Trustees. Peter is chair of The Trustees of Reservations, the nation’s oldest preservation and conservation organization and President of the foundation for Frontier Nursing University, a graduate school of nursing with a current enrollment of over 2,000. Peter also serves on the Investor Advisory Group for the Sustainability Accounting Standards Board (SASB) and the President’s Council for Ceres. Peter was previously on the board of the Forum for Sustainable and Responsible Investment (US SIF) and the Municipal Securities Rulemaking Board (MSRB). He speaks regularly at conferences on topics related to the management of fixed income portfolios and sustainable investing, and his commentary on those subjects is often reported in the press. | ||
| Robin Seymour | - | 1985 | 1988 |
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