This series' roster of underlying funds takes full advantage of MFS' might as an active manager. The 19 equity funds run the gamut from value to growth and a range of geographic markets.
They often consult Florence Taj, who manages an infrastructure-focused portfolio with Walker for MFS. Given the international and non-utilities emphasis here, MFS’ global team of equity research ...
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The Fund seeks capital appreciation. The Fund normally invests at least 80% of the funds net assets in securities of issuers principally engaged in offering, using or developing products ...
The Fund invests primarily in common stocks that MFS believes are early in their life cycle and has the potential to become major enterprises (emerging growth companies).