Nevin Chitkara Mfs

MFS® Total Return Series QQQQ Out Of 7023 Allocation--50% To ...
Management Company Massachusetts Financial Services Co Subadvisor . Portfolio Manager(s) Steven Gorham. Since 2002. Brooks Taylor. Since 2004. William Douglas. Since 2004. Richard Hawkins. Since 2005. Nevin Chitkara. Since 2006. Portfolio Analysis Composition as of 02-28-17 % Assets U.S. Stocks ... Retrieve Doc

11. Presentation By MFS Investment Management (Large Value ...
Presentation by MFS Investment Management (Large Value) -Annual Performance Review as Nevin Chitkara Steven Gorham Camille Humphries Lee Katrina Mead MFS Large Cap Value Equity team Nevin P. Chitkara - Investment Officer ... Get Doc

Q2 | June 30, 2017 MFS GLOBAL TOTAL RETURN FUND
MFS ® GLOBAL TOTAL managers Nevin Chitkara, Pablo de la Mata, Steven Gorham, Jonathan Sage and Benjamin Stone (Equity Securities); Pilar Gomez-Bravo, Richard Hawkins, Robert Spector (Debt Instruments), Robert Persons (Investment Grade Debt Instruments), ... Read More

MFS Value Investment Option - Financialtrans.com
MFS Value Investment Option Nevin Chitkara MFS focuses on investing the fund's assets in the stocks of companies it believes are undervalued compared to their perceived worth (value companies). Large Mid Small Value Blend Growth ... Retrieve Doc

MFS Lifetime Target-Date Fund Series Report 020 40 100
This target-date series is headed by MFS veteran and chief in- covery, along with Steven Gorham and Nevin Chitkara of MFS Value. Parent Above Average MFS has made significant strides since its involvement in the 2003-04 market-timing Morningstar Target-Date Fund Series Report | 03-31 ... Access Doc

MFS VALUE SERIES - Pacific Life
MFS ® privacy notice Initial Class shares of the MFS Value Series (“fund”) provided a total return of 14.09%, while Service Class shares of the fund provided a total return of 13.78%. These compare with a return of 17.34% for the Nevin Chitkara Steven Gorham ... View Document

MFS Value R6 Second Quarter 2017 Fund Fact Sheet
PORTFOLIO MANAGER(S): Nevin P. Chitkara CFA; Steven R. Gorham CFA Overall Morningstar Rating as of quarter ending interest) in a company or other issuer. MFS focuses on investing the fund's assets in the stocks of companies it believes are undervalued compared to their perceived worth ... Read Here

MFS SPECIAL VALUE TRUST - mfs.com
The MFS Special Value Trust’s (the fund) At MFS ®, we believe time MFS since 2005. Nevin Chitkara Equity Securities Portfolio Manager 2012 Investment Officer of MFS; employed in the investment management area of MFS since 1997. David Cole Below Investment ... Retrieve Document

MFS VALUE SERIES - Glic.com
MFS ® VALUE SERIES MFS Nevin Chitkara Steven Gorham Portfolio Manager Portfolio Manager (b) Security is not a benchmark constituent. (h) Security was not held in the portfolio at period end. ... Get Content Here

MFS Value Series, Initial Class - Ameritas
MFS® Value Series, Initial Class Nevin Chitkara, CFA. Since 05-06. Morningstar Proprietary Statistics YTD 1 Year 3 Year 5 Year 10 Year Morningstar Rating™ . . QQQQ QQQQ QQQQ Fund Rank Percentile 18 56 14 14 11 Out of # of Investments 1,310 1,258 1,084 936 679 ... Doc Retrieval

PROSPECTUS Value Series - Pacific Life
Nevin Chitkara 2006 Investment Officer of MFS Steven Gorham 2002 Investment Officer of MFS Purchase and Sale of Fund Shares You should consult with the insurance company that issued your variable contract, MFS Value Series . ... Get Document

MFS Value A Second Quarter 2017 Fund Fact Sheet
Second Quarter 2017 Fund Fact Sheet 0261903 Key Facts INVESTMENT ADVISOR: Nevin P. Chitkara CFA; Steven R. Gorham CFA MFS focuses on investing the fund's assets in the stocks of companies it believes are undervalued compared to their perceived worth ... Fetch Doc

The Fund To Own In A Downturn
MFS Value has a long history of beating the market. When the S&P 500 is really on a tear—as it has been for eight years now—the fund can look sluggish. But it’s what you want to own when the market rally subsides. ... Read News

MFS Value Series - Crws.cunamutual.com
MFS® Value Series Initial Class VLU-ISUM-042817 Page 1 of 3 Before you invest, you may MFS (Massachusetts Financial Services Company, the fund's Nevin Chitkara 2006 Investment Officer of MFS ... Fetch Doc

The Fund To Own In A Downturn
Nevin Chitkara is the go-to man when colleagues need a wine recommendation. Cabernets from vineyards in Napa Valley that put out just a couple of hundred cases a year are among his favorites ... Read News

MFS® VIT Value Series — Service Class Past name: MFS VIT Value Svc. Category Description: Large Value Large-value funds invest primarily in big U.S. companies that are less Nevin P. Chitkara, CFA. M.B.A., Massachusetts Institute of Technology ... Retrieve Full Source

MFS VALUE SERIES - Securian
MFS ® VALUE SERIES MFS Nevin Chitkara Steven Gorham Portfolio Manager Portfolio Manager (b) Security is not a benchmark constituent. The views expressed in this report are those of the portfolio managers only through the end of the period of the report as stated on the cover and do ... Doc Viewer

MFS Core Equity - Fresno
Nevin Chitkara Steven Gorham Camille Humphries Lee Katrina Mead Maura Shaughnessy Benjamin Stone Brooks Taylor Barnaby Wiener CORE Kevin Beatty Michael Cantara Gabrielle Gourgey Christopher Jennings MFS Core Equity. MFS ... Document Viewer

MFS® Value Fund - Class R2
MFS® Value Fund - Class R2 Release Date 06-30-17 MFS focuses on investing the fund's assets in the stocks of companies it believes are undervalued compared to their perceived worth Nevin Chitkara, CFA. Since 2006. ... View This Document

Sun Life MFS U.S. Value Fund
MFS Investment Management: Nevin Chitkara, Investment Officer &€Portfolio Manager; Steven Gorham, CFA, Investment Officer &€Portfolio Manager; Sadiq Adatia, Chief Investment Officer; Chhad Aul, Assistant Vice President and Portfolio ... View Doc

Sun Life MFS Global Value Fund
MFS Investment Management: Nevin Chitkara, Portfolio Manager; Steven Gorham, CFA, Investment Officer and Portfolio Manager; Pablo de la Mata, CFA, Investment Officer and Portfolio Manager; Benjamin Stone, CFA, Investment Officer and International Equity Value Portfolio ... Access Doc