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5.840
+0.010
+0.17%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 3.55B
MFS Income Fund Class I
5.840
+0.010
+0.17%
- Overview
- Profile
- Historical Data
- Holdings
Mfs Income Fund Class I Overview
On this page you'll find an in-depth profile of Mfs Income Fund Class I. Learn about the key management, total assets, investment strategy and contact information of MFIIX among other information.
Investment Strategy
The investment seeks total return with an emphasis on high current income, but also considering capital appreciation. MFS normally invests the fund's assets primarily in a broad range of debt instruments issued by U.S. and foreign corporate, government, and other entities, including below investment grade quality debt instruments and debt instruments of issuers located in emerging market countries. MFS focuses on investing the fund's assets in corporate bonds, mortgage-backed securities and other securitized instruments, U.S. government securities, and debt instruments of issuers located in emerging market countries.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Neeraj Arora | - | 2018 | Now |
| Biography | Neeraj Arora is an investment officer and fixed income research analyst for MFS Investment Management® (MFS®). He is a member of the portfolio management team for the firm's Strategic Income strategy, responsible for managing the emerging market debt securities within the strategy. He is a member of the firm's emerging market debt team and works closely with MFS' emerging markets debt portfolio management team to identify attractive investment opportunities. Neeraj joined MFS in 2011. He was previously a vice president and research analyst at J.P. Morgan. He added portfolio management responsibilities in 2018. He earned a bachelor's degree from Marquette University and holds a Master's of Business Administration from Georgetown University. | ||
| Michael Skatrud | Portfolio Manager | 2018 | Now |
| Biography | Michael Skatrud, CFA, is an investment officer and fixed income research analyst at MFS Investment Management (MFS). He is responsible for identifying the most attractive investment opportunities in his assigned coverage universe and he works closely with portfolio managers to ensure ideas are properly positioned within portfolios. Michael joined MFS in 2013 from Columbia Management, where he had worked as a high yield analyst for four years. Previously, he was a senior credit analyst at Oppenheimer Funds, Inc., for two years and spent seven years as a corporate bond analyst at Putnam Investments. He began his career in the financial services industry in 1996. Michael earned a Bachelor of Science from the University of Wisconsin and holds a Master of Business Administration from the University of Pennsylvania's Wharton School of Business. He is a CFA charter holder and a member of the CFA Society Boston. | ||
| Alexander M. Mackey | Investment Officer | 2017 | Now |
| Biography | 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. | ||
| Philipp S. Burgener | Portfolio Manager | 2017 | Now |
| Biography | Philipp S. Burgener, CFA, is an investment officer and fixed income portfolio manager with MFS Investment Management(r) (MFS(r)). He is a member of the firm's limited duration portfolio management team. He also has research analyst responsibilities. Philipp joined MFS in 2000 as an inside wholesaler and transferred to the Fixed Income Department in 2002 as an analytic support associate in the Quantitative Group. In 2003 he joined the Structured Products Group and was promoted to an Investment Grade Research Analyst in 2005. He took on portfolio management responsibilities in 2017. Philipp earned a Bachelor of Arts degree from Colgate University and his Master of Science degree from Boston University. He is also a member of the CFA Institute and Boston Security Analysts Society, Inc. | ||
| Joshua P. Marston | Investment Officer | 2015 | Now |
| Biography | 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. | ||
| David P. Cole | Portfolio Manager | 2011 | Now |
| Biography | David P. Cole, CFA, is an Investment Officer of MFS Investment Management® (MFS®) and Portfolio Manager at the firm. David employed in the investment area of MFS since 2004 after working for five years as a High Yield Analyst for Franklin Templeton Investments. Prior to this, he served as a financial economist/treasury market analyst for Thomson Financial Services and two years as an economist for Standard and Poor's. David has a bachelor's degree from Cornell University and an MBA from University of California, Berkeley. He holds the Chartered Financial Analyst (CFA) designation. | ||
| Robert D. Persons | Portfolio Manager | 2005 | 2021 |
| Biography | 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. | ||
| William J. Adams | Director | 2011 | 2018 |
| Biography | William J. Adams, CFA, is an investment officer and director of Fixed Income at MFS Investment Management® (MFS®). Bill's responsibilities include managing MFS' team of fixed-income research analysts as well as serving on the portfolio management team of several of the firm's fixed-income strategies. Bill joined MFS as a corporate credit analyst in 1997 and was named portfolio manager in 2000. He left MFS in 2005 and re-joined the firm in 2009 as director of High Yield Research. The following year, he was appointed director of Credit Research. He was named high-yield portfolio manager in May 2011. In 2011, he was appointed director of Fixed Income along with Joshua Marston. During his tenure at MFS, Bill's coverage responsibilities have varied across a number of sectors, including industrials, media, cable, telecommunication, retail, and consumer products. As a portfolio manager, he has invested across a variety of both investment-grade and high-yield corporate bond securities. Prior to joining MFS, Bill was a credit/securities analyst at Conseco Capital Management from 1994 to 1997, where his responsibilities included investment-grade and high-yield credit, as well as equity coverage. From 1991 to 1994, he served as a lending officer at Mellon Bank. Bill received a BA in 1988 from LaSalle University. In 1990, he was awarded an MA from Indiana University where he also received an MBA in 1991. He has earned the Chartered Financial Analyst (CFA) designation from the CFA Institute and is a member of the Boston Security Analysts Society. | ||
| Ward Brown | Portfolio Manager | 2013 | 2018 |
| Biography | Ward Brown, CFA, Ph.D., is an investment officer and fixed income portfolio manager at MFS Investment Management® (MFS®). He is a member of the Emerging Markets Debt team, and his duties include managing the firm's emerging market debt strategies in addition to conducting macroeconomic research and individual credit analysis. Ward joined MFS in 2005 as a fixed-income research analyst and was named portfolio manager in 2008. Prior to joining MFS, he served as an economist for the International Monetary Fund for eight years. Ward spent four years as a research and teaching assistant for the Financial Markets Group at the London School of Economics and Political Science and later served as a lecturer at the school in the Economics Department. Ward earned his bachelor's degree from McGill University and holds a master's and a doctoral degree in Economics from the London School of Economics and Political Science. He holds the Chartered Financial Analyst designation. | ||
| Matthew W. Ryan | Senior Vice President | 2005 | 2018 |
| Biography | Matthew W. Ryan, CFA, is an investment officer and a portfolio manager of Massachusetts Financial Services Company. Before joining the firm in 1997, Matt worked for four years as an economist at the International Monetary Fund and for five years as an international economist with the U.S. Department of the Treasury. He was named a portfolio manager at MFS in 1998. He is a graduate of Williams College and earned a master's degree in international economics and foreign policy from Johns Hopkins University. Matt also holds the Chartered Financial Analyst (CFA) designation. | ||
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