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The Fund’s objective is total return, measured in U.S. dollars. The Fund seeks to produce a positive return from a combination of individual security selection and managing exposure to asset classes, markets and currencies regardless of market conditions. In selecting individual investments for the Fund, the Fund invests primarily in debt instruments of issuers located in developed and emerging market countries, including government, mortgage-backed, and corporate debt. The Fund invests substantially in investment grade debt instruments. The Fund may invest in debt instruments of any maturity, but generally focuses its investments in short and intermediate term debt instruments.
Name | Title | Since | Until |
---|---|---|---|
Benjamin R. Nastou | Portfolio Manager | 2011 | 2018 |
Biography | Benjamin R. Nastou, CFA, is an investment officer, portfolio manager and quantitative research analyst at MFS Investment Management® (MFS®). He is a member of the portfolio management teams of the firm's commodity and global multi-asset strategies. Ben joined MFS in 2001 as a fixed income research associate and was promoted to quantitative research analyst in 2003. He was named portfolio manager in 2010. Ben has a bachelor's degree from Dartmouth College. He is a member of the Boston Security Analysts Society, Inc., and holds the Chartered Financial Analyst designation from the CFA Institute. | ||
Natalie I. Shapiro | Investment Officer and Portfolio Manager | 2011 | 2018 |
Biography | Natalie I. Shapiro, Ph.D. is an Investment Officer, Portfolio Manager and Quantitative Fixed Income Research Analyst at MFS Investment Management® (MFS®). Prior to joining MFS in 1997, Natalie served as a research associate for the Federal Reserve Bank of Boston. Natalie has earned a bachelor's degree from Wellesley College and a doctorate from the University of Pennsylvania. | ||
James J. Calmas | Portfolio Manager | 1999 | 2018 |
Biography | James J. Calmas is an Investment Officer of MFS Investment Management® (MFS®) and Portfolio Manager of the firm's strategic income, intermediate bond and limited maturity portfolios. He is a member of the MFS Fixed Income Strategy Group. Jim joined MFS in 1988 and was named portfolio manager in 1990. He is a graduate of Dartmouth College and holds an MBA degree from the Amos Tuck School of Business Administration of Dartmouth College. |
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