Mfs investments
[PDF File]MFS® Value Series Prospectus
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MFS may invest the fund’s assets in foreign securities. MFS normally invests the fund's assets across different industries and sectors, but MFS may invest a significant percentage of the fund's assets in issuers in a single industry or sector. MFS uses an active bottom-up investment approach to buying and selling investments for the fund.
[PDF File]MFS INVESTMENT MANAGEMENT’S POLICY ON RESPONSIBLE ...
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MFS Investment Management 111 Huntington Avenue Boston MA 02199-7618 U.S.A. Telephone: +1-617-954-6154 Email: jaber@mfs.com Issued in the United States by MFS Institutional Advisors, Inc. ("MFSI") and MFS Investment Management. Issued in Canada by MFS Investment Management Canada Limited.
[PDF File]MFS IRA PLANS SERVICE FORM
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MFS® IRA PLANS SERVICE FORM. Use this form to update or add account privileges. For detailed information regarding the shareholder services offered on this form, please refer to the appropriate fund’s prospectus and the Statement of Additional Information. This form is only for MFS trusteed traditional IRA, Roth IRA, SEP . IRA, and SARSEP IRAs.
[PDF File]0)6p 0LG &DS *URZWK )XQG - Mutual of Omaha
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MFS generally defines medium market capitalization issuers as issuers with ... range of price fluctuations relative to other investments. This investment may experience larger or smaller price declines or price increases depending on market conditions. Some of this
Sun Life MFS U.S. Equity Fund - Sun Life Global Investments
MFS Investment Management MFS Investment Management has guided investors through every market condition imaginable. From the highest highs to the lowest lows, the firm has spent decades refining its investment process according to four key principles: work from the bottom up, take a global perspective, collaborate, and manage risk. Bottom up.
[PDF File]MFS Investment Management - Morgan Stanley
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MFS Investment Management's (MFS) international core equity strategy invests in foreign investments in the form of American Depository Receipts (ADRs), exchange-traded funds (ETFs) and closed-end country funds traded in U.S. markets. The strategy is managed by a team of MFS equity analysts on a sector-neutral basis.
[PDF File]EDOCS LEGAL-#1044735-v5-MFS Form ADV Update 2021 (002)
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Massachusetts Financial Services Company, d/b/a MFS Investment Management (“MFS”), is an investment adviser registered with the SEC. MFS is also the parent company of other companies that manage investments. In this Brochure, we refer to MFS and these other direct and indirect subsidiaries ...
[PDF File]Asset Allocation Diversification - MFS
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of a particular MFS® investment product. It is not possible to invest directly in an index. Index performance does not take into account fees and expenses. Past performance is no guarantee of future results. The investments you choose should correspond to your financial needs, goals, and risk tolerance.
[PDF File]MFS Investment Management Defined Contribution Investments ...
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MFS Investment Management® Defined Contribution Investments Team Mideast Jim Hakewill, CFP Director 617-717-9104 jhakewill@mfs.com INTERNAL Ben Cutler 617-954-6027 bcutler@mfs.com Southeast Paul Pilcher Director 617-755-5307 ppilcher@mfs.com INTERNAL Lindsey Hoyt 617-954-4371 lhoyt@mfs.com Mountain West Owen Kiernan CFP Associate Director 617 ...
[PDF File]MFS® Total Return Series Prospectus
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MFS normally invests a portion of the fund’s assets in income-producing equity securities. While MFS may invest the equity portion of the fund’s assets in securities of companies of any size, MFS primarily invests in securities of companies with large capitalizations. Of the fund’s investments in debt instruments, MFS generally
[PDF File]For Certain MFS Funds
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investments in the MFS funds, based on the higher of the cost paid by the shareholder minus redemptions or the current market value of the applicable MFS funds. For purposes of calculating the ROA, the shareholder's account may be grouped by Edward Jones with other accounts
[PDF File]MFS Global Equity Fund
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In selecting investments for the fund, MFS is not constrained by any particular investment style. MFS may invest the fund’s assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies it believes are undervalued compared to
[PDF File]FUND FACTS - Sun Life MFS U.S. Equity Fund - Series F
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This document contains key information you should know about Sun Life MFS U.S. Equity Fund - Series F. You can find more details in the fund's simplified prospectus. Ask your representative for a copy, contact the manager, SLGI Asset Management Inc., at 1-877-344-1434 or info@sunlifeglobalinvestments.com or visit www.sunlifeglobalinvestments ...
[PDF File]WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST FUNDS SUB ...
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Wilmington Trust MFS Growth CIT . Schedule of Investments (continued) December 31, 2020 . Principal Amount or Fair Shares Cost Value Common Stocks - 98.2% (continued) Technology - 36.3% (continued) Clarivate PLC 3,234 $ 75,468 $ 96,082 Electronic Arts Inc. 1,107 149,532 158,965 ...
[PDF File]MFS Diversified Income Fund
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MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests the fund’s assets primarily in a broad range of debt instruments and equity securities of U.S. and foreign issuers, including real estate-related investments and emerging market securities.
[PDF File]SUNAMERICA SERIES TRUST SA JPMorgan MFS Core Bond ...
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SA JPMorgan MFS Core Bond Portfolio P.O. Box 15570 Amarillo, Texas 79105-5570 SunAmerica Asset Management, LLC SunAmerica Series Trust Attn: Annuity Service Center P.O. Box 15570 Amarillo, Texas 79105-5570 (800) 445-7862 March 11, 2015 Dear Contract Owner: We are writing to notify you of certain changes to the Total Return Bond Portfolio (the ...
[PDF File]MFS HERITAGE TRUST COMPANY (MHTC) COLLECTIVE INVESTMENT ...
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872-I-CT-IG-4Apr18.ii MHTC MFS International Growth Fund (CIT) Presenters For US Retirement Investors: These materials are directed at persons having professional experience related to investments and, if the investor is a retirement plan subject to ERISA or an IRA ("Retirement Investor"), using such materials in their role as a fiduciary to such Retirement Investor.
[PDF File]investment grade quality debt instruments. MFS VIT Total ...
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MFS VIT Total Return Bond Portfolio 7investment grade quality debt instruments. ... Out of 543 Intermediate Core-Plus Bond investments. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure page for details.
[PDF File]Guide to Understanding Mutual Funds
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monitor those investments. With mutual funds, experienced professionals manage a portfolio of securities for you full-time, and decide which securities to buy and sell based on extensive research. A fund is usually managed by an individual or a team choosing investments that best match the fund’s objectives. As economic conditions change, the
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