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7.48
-0.00
0.00%
27/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 1.96B
MFS Municipal High Income I
7.48
-0.00
0.00%
- Overview
- Profile
- Historical Data
- Holdings
Mfs Municipal High Income Fund Class I Overview
On this page you'll find an in-depth profile of Mfs Municipal High Income Fund Class I. Learn about the key management, total assets, investment strategy and contact information of MMIIX among other information.
Investment Strategy
The investment seeks total return with an emphasis on high income exempt from federal income tax, but also considering capital appreciation. The fund invests normally at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax. Interest from the fund's investments may be subject to the federal alternative minimum tax.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Megan Poplowski | - | 2022 | Now |
| Biography | Employed in the investment area of MFS since 2015 | ||
| Jason R. Kosty | Portfolio Manager | 2021 | Now |
| Biography | Mr. Kosty, Investment Officer and Portfolio Manager of MFS Investment Management, has been employed in the investment area of MFS since 2003. | ||
| Geoffrey L. Schechter | Investment Officer | 2002 | Now |
| 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. | ||
| Gary A. Lasman | Portfolio Manager | 2006 | 2023 |
| Biography | Gary A. Lasman, CFA, is an Investment Officer of MFS Investment Management and Portfolio Manager of the firm's municipal bond portfolios. He joined MFS in 2002 as a municipal fixed income research analyst. Prior to that, he served an assistant portfolio manager and senior municipal analyst for Liberty Funds Group. Before that, he served as vice president in the municipal group for Thomson Financial Services; and senior account manager for The Industrial Indemnity Financial Corporation. Gary earned a Bachelor of Arts degree from the University of California and a Master of Business Administration degree from the University of Chicago. He is a member of the CFA Institute (formerly the Association for Investment Management and Research); Boston Security Analysts Society, Inc.; Boston Municipal Analysts Forum; and the National Federation of Municipal Analysts. | ||
| Michael W. Roberge | CEO | 1997 | 2004 |
| Biography | Joined MFS in 1996 as a Fixed Income Research Analyst; named Portfolio Manager in 1997; promoted to Associate Director of Fixed Income Research in 2000; promoted to Director of Fixed Income Research in 2002; promoted to Chief Fixed Income Officer and Director of Fixed Income Portfolio Management in 2004; named Chief Investment Officer U.S. Investments and Co-Director of Global Research in 2006 Previous experience includes: one year as a Senior Municipal Analyst and Associate Portfolio Manager for Colonial Management Associates, and four years as a Municipal Bond Analyst for Moody’s Investors Service Affiliation(s): CFA Institute; National Federation of Municipal Analysts; Boston Municipal Analysts Forum; Boston Securities Analysts Society, Inc. Hofstra University, MBA, with distinction Bemidji State University, BS, summa cum laude | ||
| Cynthia M. Brown | Managing Director | 1993 | 1997 |
| 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) | ||
| Robin S. Huntley | Senior Vice President | 1984 | 1993 |
| Biography | Huntley is senior vice president at Massachusetts Financial Services Company, her employer since 1984. Previously, she was a public-finance analyst at Mintz Levin from 1983 to 1984 and senior tax-exempt analyst at Fidelity Management and Research from 1976 to 1982. Huntley's investment strategy focuses on buying high-yield bonds to replace income lost from called bonds. She is a member of the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts. | ||
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