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MFWire: MFS Mutual Funds
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MFS Investment Management
111 Huntington Ave.
Boston, MA  02199
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Main Phone: 800-343-2829
Web Site: http://www.mfs.com

Mutual Fund Brand(s)
MFS Mutual Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    MFS established the first U.S. mutual fund -- Massachusetts Investors Trust -- in 1924, which was also the first mutual fund to register under the the Securities Act of 1933. MFS also introduced the first globally diversified fixed-income mutual fund, the first global balanced fund, and the first high-yield municipal bond fund, and launched one of the first in-house research departments in the business, in 1932.

    In 1936, MFS even helped prevent Washington from adding more taxation to mutual funds.

    As of summer 2015, MFS had more than 1,800 employees around the world, including more than 200 investment professionals working with more than 80 mutual funds in the U.S. alone. It has investment offices in Hong Kong, London, Mexico City, Sao Paulo, Singapore, Sydney, Tokyo, and Toronto, as well as in its Boston headquarters.

    It also has the MFS Meridian Funds, more than 35 mutual funds for non-U.S. investors. It also offers its variable insurance trust (VIT) funds. And MFS launched its first institutional separate account in 1972.

    Sun Life Purchase
    In 1982 Sun Life Assurance Co. of Canada purchased MFS for a reported $55 million.

    2003 Fund Scandals
    MFS was one of more than a dozen fund complexes investigated for allowing improper trades by fund shareholders. The fund firm settled the allegations by paying $225 million in fines ($50 million) and restitution ($157 million) and reduced fees ($125 million over five years). John Ballen (CEO) and Kevin Parke (president & CIO) also resigned as part of the settlement.

    In response to the issues, MFS brought in Fidelity veteran Robert Pozen as non-executive chairman to lead the effort to restore the firm's reputation.

    Former portfolio manager Robert Manning took the helm as CEO in February 2004.

    Possible Sale - 2006
    Parent Sun Life hired bankers to shop MFS in 2006. Interested buyers included Ameriprise and T. Rowe Price, according to published reports. However, by the end of the year Sun Life took MFS off of the market.

    Separately, Sun Life took over MFS' 401(k) retirement business and operated it as Sun Life Retirement Services until that business was sold to the Hartford in December 2007.
    MFS Investment Management logo

    Sponsored Opportunities

    Key People:
    Mike Roberge
    CEO, Chairman, MFS Investment Management
    Jim Jessee
    Invest in Others Charitable Organization
    Carol Geremia
    Co-Head of Global Distribution, President of MFS Institutional Advisors, MFS Investment Management
    Robin Stelmach
    Chief Operating Officer, MFS Investment Management
    Amrit Kanwal
    Chief Financial Officer, MFS Investment Management
    Mark Leary
    Chief Human Resources Officer, MFS Investment Management
    Bill Adams
    Chief Investment Officer, Global Fixed Income, MFS Investment Management
    Kevin Beatty
    Chief Investment Officer, Global Equity, MFS Investment Management
    Mark Polebaum
    General Counsel, MFS Investment Management
    Mike Keenan
    Senior Managing Director / National Accounts, MFS
    Story Archive for MFS Investment Management
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    8/17/2022 Five Fund Firms Are Among the Top Workplaces of 2022 MFWire.com
    7/20/2022 Large Firms Account For All the Industry's 2022 Net Outflows MFWire.com
    7/19/2022 Mercer and MFS Alumni Join a DC I-O Team 401kWire.com
    6/14/2022 Schwab Repeats As $2.226B Flows In MFWire.com
    2/28/2022 Week In Preview, February 28 - March 6 MFWire.com
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    12/9/2021 Lincoln, Principal, and Saturna Win Big With a Trade Group 401kWire.com
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    10/2/2020 An Ex-CEO's 17-Month Swan Song Begins MFWire.com
    9/15/2020 JPMAM Takes the Lead As Titans' Inflows Slip Again MFWire.com
    8/14/2020 Inflows Fall 41 Percent MFWire.com
    7/16/2020 Titans' Inflows Climb Another 85 Percent MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    1/23/2020 JPMAM Keeps Its Lead MFWire.com
    1/13/2020 Fundsters Added $3.9T In AUM Last Year MFWire.com
    12/19/2019 A Bank's Active Funds Lead MFWire.com
    11/12/2019 An Insurer's Mutual Fund AUM Rises 4.5 Percent MFWire.com
    10/21/2019 Passive Inflows Double In Two Months MFWire.com
    9/26/2019 Matthews, 361, and JPMAM Win Big In Chi-Town MFWire.com
    9/24/2019 Lord Abbett Takes the Active Lead MFWire.com
    7/29/2019 Week In Preview, July 29-August 4 MFWire.com
    7/11/2019 MFS Hires a 23-Year OpFunds Vet MFWire.com
    3/15/2019 The Fundster 401k Roundup, March 9-15 MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
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    1/25/2019 Expect Miracles Takes Manhattan For a Fifth Time MFWire.com
    10/10/2018 Aberdeen Standard's STAR Shines In Chi-Town MFWire.com
    9/10/2018 Week In Preview, September 10-16 MFWire.com
    7/9/2018 Week In Preview, July 9-15 MFWire.com
    6/25/2018 Week In Preview, June 25-July 1 401kWire.com
    6/11/2018 Week In Preview, June 11-17 MFWire.com
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    5/18/2018 The Fund Firm With the Best Advisor Rep Is ... MFWire.com
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    4/30/2018 Week in Preview, April 30-May 6 MFWire.com
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    3/13/2018 Natixis and Vanguard Win Active Praise MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    2/16/2018 After Six Years With MFS, a 401k Vet Departs 401kWire.com
    1/22/2018 Week In Preview, January 22-28 401kWire.com
    1/3/2018 A 30-Year Columbia Vet Helps Launch a Private Wealth Group MFWire.com
    11/6/2017 Week In Preview, November 6-12 MFWire.com
    10/6/2017 An MFS RKing and Insti Vet Will Take Over DC I-O 401kWire.com
    10/6/2017 Roberge Consolidates MFS Distro Under a Single Chief MFWire.com
    10/2/2017 Week In Preview, October 2-8 401kWire.com
    8/25/2017 Filings For Fundsters - August 25, 2017 MFWire.com
    7/24/2017 Week In Preview, July 24-30 MFWire.com
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    5/15/2017 Week In Preview, May 15-21 MFWire.com
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    3/14/2017 How Are Fund Firms Reacting to DoL Rule Delay Limbo? MFWire.com
    3/6/2017 Filings for Fundsters - March 6, 2017 MFWire.com
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    12/2/2016 Filings for Fundsters - December 2, 2016 MFWire.com
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    10/25/2016 Fundsters Meet in Beantown as Directors Meet in Chitown MFWire.com
    10/19/2016 Aberdeen and OpFunds Win Big in Chicago MFWire.com
    10/18/2016 MFEA STARs Gather in Chitown as MMIers Gather in Beantown MFWire.com
    9/14/2016 Filings for Fundsters - September 14, 2016 MFWire.com
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    8/16/2016 Filings For Fundsters - August 16, 2016 MFWire.com
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    10/30/2015 Powers Resurfaces to Guide Another Fund Firm's Parent MFWire.com
    9/24/2015 The Mutual Fund Dark Pool Is Almost Here MFWire.com
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    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    1/28/2015 MFS Gains a U.S. Sibling MFWire.com
    1/21/2015 Google, Space, a Dark Pool: What's Fidelity Up to? MFWire.com
    10/22/2014 OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown MFWire.com
    10/16/2014 Cerutti Fills a Key New AMG Post With an MFS Vet MFWire.com
    1/10/2014 INews Examines the MFS, SSgA Alliance MFWire.com
    1/9/2014 SSgA, MFS Partner in Active ETFs MFWire.com
    9/12/2013 F-Squared Has a New Sales Honcho For Three Channels MFWire.com
    8/14/2013 MFS Is Gearing Up Low Volatility Fund MFWire.com
    7/15/2013 WSJ Shows Thornburg and Four Other Bond Funds Love MFWire.com
    7/12/2013 Most of You Had a Bad June ó Even You, Vanguard MFWire.com
    6/19/2013 Target-Date Funds Soar MFWire.com
    6/19/2013 Pozen and Hamacher Wax on Money Fund Reform MFWire.com
    4/22/2013 Boston Fundsters Keep Calm and Carry On MFWire.com
    4/19/2013 Boston Fundsters Weather The Lockdown MFWire.com
    4/16/2013 Boston Fundsters Respond to Marathon Attack MFWire.com
    4/5/2013 Stork and Reaper for the Week of April 5, 2013 MFWire.com
    4/1/2013 Fundsters Gain Ink in the NYT MFWire.com
    3/26/2013 M* Analysts Target Another Category MFWire.com
    3/20/2013 A Boston Fund Shop is Hiring in the Desert MFWire.com
    3/15/2013 Who Cleaned Up At the 2013 Lipper Awards? MFWire.com
    3/15/2013 Stork and Reaper for the Week of March 11, 2013 MFWire.com
    2/15/2013 Three MFS Things to Know From Sun Life's Earnings MFWire.com
    12/24/2012 Itís Official. MFS is Now at 111 Huntington Ave. MFWire.com
    12/20/2012 Forbes Likes Five Funds for 2013 MFWire.com
    12/7/2012 Is Your Shop on The Nice List or the Naughty One? MFWire.com
    12/3/2012 WSJ Warns Investors of the Bond Cliff MFWire.com
    11/13/2012 MFS Serves Lunch with a Side of Equities MFWire.com
    11/6/2012 Dodge & Cox Tops M* Ranking of Fund Firms MFWire.com
    10/10/2012 MFS Aims Its New Ad Campaign at Professionals MFWire.com
    9/28/2012 Stork and Reaper for September 28, 2012 MFWire.com
    9/5/2012 Fidelity Welcomes MFS' Ex-DC I-O Chief MFWire.com
    8/15/2012 Stork and Reaper for August 15, 2012 MFWire.com
    8/10/2012 Stork and Reaper for August 10, 2012 MFWire.com
    6/18/2012 Manning Revamps MFS' Brand MFWire.com
    5/11/2012 Record Sales Lift MFS' AUM MFWire.com
    3/29/2012 MFS' Parent Consolidates Canadian Funds MFWire.com
    2/22/2012 Rittling Moves on from MFS MFWire.com
    12/13/2011 SunLife Vows Commitment to MFS MFWire.com
    11/15/2011 Vanguard Dominates Morningstar's New Ratings MFWire.com
    11/15/2011 MFS Puts its Investment Pros in the Spotlight MFWire.com
    11/3/2011 Assets, Income and Inflows Dip For MFS MFWire.com
    9/29/2011 Beaulieu Heads North as Sun Life Consolidates MFWire.com
    8/9/2011 Morningstar Downgrades Schwab's and DWS' Target-Date Ratings MFWire.com
    8/4/2011 Sun Life's Chief Touts a 'Robust' Q2 for MFS MFWire.com
    7/18/2011 Beantown PMs Ponder a Possible U.S. Default MFWire.com
    7/5/2011 Sun Life's Next CEO Sees 'Great Opportunities' to Grow MFS MFWire.com
    5/27/2011 How MFS' CEO is Starting the Holiday Weekend MFWire.com
    4/25/2011 MFS Brings a Sub-Advisor PM In-House MFWire.com
    3/24/2011 MFS and Delaware Take Home the Gold MFWire.com
    3/4/2011 Pozen Could Challenge Scott Brown From the Center MFWire.com
    2/17/2011 Sunny Days at MFS MFWire.com
    1/3/2011 Could the Senate Be in a Former Fidelity Honcho's Future? MFWire.com
    12/27/2010 Syre Crowns the Mutual Fund Star of the Year MFWire.com
    11/22/2010 SEC Investigates Kinnucan Client for Insider Trades MFWire.com
    11/11/2010 91. Marty Beaulieu MFWire.com
    11/4/2010 The Sun Shines on MFS MFWire.com
    10/12/2010 A New Data Beacon Guides Fund Firms to 401k MFWire.com
    9/28/2010 TCW Loses a Sub-Advisory Mandate MFWire.com
    9/14/2010 Which Fund Firms are Top of Mind Among Advisors? MFWire.com
    8/30/2010 Investors Open Flood Gates into Bond Funds MFWire.com
    8/30/2010 A Trade Pub IDs Target-Date Funds with Above-Average Turnover MFWire.com
    8/11/2010 Are Target Date Funds Getting Cheaper? MFWire.com
    8/5/2010 MFS Sees a 70 Percent Jump in Earnings MFWire.com
    7/26/2010 WSJ Highlights the Many Flavors of Target Date Funds MFWire.com
    7/16/2010 New York Life Tops a Survey on Service 401kWire.com
    7/14/2010 Schlichter (Partially) Beats a $3.3B 401k Plan Sponsor 401kWire.com
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