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Mfs Municipal Income Fund Class A (MFIAX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 2.3B
MFS Municipal Income A
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- Overview
- Profile
- Historical Data
- Holdings
MFIAX Overview
On this page you'll find an in-depth profile of Mfs Municipal Income Fund Class A. Learn about the key management, total assets, investment strategy and contact information of MFIAX among other information.
Investment Strategy
The investment seeks total return with an emphasis on income exempt from federal income tax, but also considering capital appreciation. The fund invests normally at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax. Interest from its investments may be subject to the federal alternative minimum tax. The fund normally invests its assets primarily in municipal instruments. It may invest 25% or more of its total assets in municipal instruments that finance similar projects, such as those relating to education, healthcare, housing, utilities, water, or sewers.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Megan Poplowski | - | 2022 | Now |
| Biography | Employed in the investment area of MFS since 2015 | ||
| Jason R. Kosty | Portfolio Manager | 2015 | Now |
| Biography | Mr. Kosty, Investment Officer and Portfolio Manager of MFS Investment Management, has been employed in the investment area of MFS since 2003. | ||
| Geoffrey L. Schechter | Investment Officer | 2000 | Now |
| Biography | Geoffrey L. Schechter, CFA, CPA, is an investment officer at MFS Investment Management® (MFS®) and a portfolio manager of the firm's government securities and municipal bond portfolios. Geoff joined MFS as an investment officer in 1993 after working as a municipal credit analyst with a major insurance company. He was named portfolio manager in 1993. Geoff is a graduate of the University of Texas and has an MBA degree from Boston University. He holds the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management. | ||
| Michael L. Dawson | Investment Officer | 2000 | 2007 |
| Biography | Michael L. Dawson is an investment officer and a portfolio manager of MFS Investment Management® (MFS®). Michael joined MFS in 1998 and was named portfolio manager in 1999. Prior to joining MFS, Michael worked in institutional sales - fixed income for Fidelity Capital Markets and Goldman Sachs. Prior to that, he was a research analyst in the municipal bond group at Franklin Templeton. He is a graduate of Santa Clara University and received an MBA degree from Babson College in 1999. He is a member of the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts. | ||
| Christopher J. Mier | Senior Vice President, Portfolio Manager | 1999 | 2000 |
| Biography | Mier is senior vice president and a portfolio manager with MFS Investment Management, his employer since April 1999. Prior to joining the firm, he spent 13 years as a managing director and portfolio manger in the municipal bond department at a major international money manager. Mier is a Chartered Financial Analyst. | ||
| John P. Kihn | Vice President, Portfolio Manager | 1998 | 1999 |
| Biography | Kihn is a vice president of MFS Investment Management. He joined MFS in October 1997 and was named portfolio manager later that year. He previously had worked as a senior quantitative analyst with a major investment management firm. | ||
| Geoffrey L. Schechter | Investment Officer | 1996 | 1998 |
| Biography | Geoffrey L. Schechter, CFA, CPA, is an investment officer at MFS Investment Management® (MFS®) and a portfolio manager of the firm's government securities and municipal bond portfolios. Geoff joined MFS as an investment officer in 1993 after working as a municipal credit analyst with a major insurance company. He was named portfolio manager in 1993. Geoff is a graduate of the University of Texas and has an MBA degree from Boston University. He holds the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management. | ||
| Cynthia M. Brown | Managing Director | 1993 | 1996 |
| Biography | Cynthia M. Brown ■ Managing Director and Portfolio Manager ■ Managed the fund since 2015 ■ Rejoined subadvisor in 2013 ■ Managing Director of Municipal Research, Sterne Agee & Leach (2011–2013) ■ Director of Municipal Research, Gannet Welsh & Kotler (2008–2011) ■ Began business career in 1984 (including as an analyst and portfolio manager at the subadvisor from 2000 to 2003) | ||
| David B. Smith | CIO (Chief Investment Officer), Senior Portfolio Manager | 1993 | 1996 |
| Biography | David Smith has worked in the investment management field since 1990. As the Chief Investment Officer and Senior Portfolio Manager, he is responsible for the oversight and direction of Bright Rock Capital. He also is responsible for managing client portfolios. In this capacity, Mr. Smith is involved in performing research and setting investment policy. Prior to joining Bright Rock Capital in 2010, Mr. Smith was a founding partner, Senior Vice President and a Senior Portfolio Manager of Mellon Growth Advisors (MGA), a subsidiary of Mellon Financial Corporation. He was the lead portfolio manager for the firm’s MGA Small Cap Growth, MGA Small/Mid Cap Growth, and MGA Mid Cap Growth strategies. Previously, Mr. Smith was a Principal at State Street Global Advisors (SSgA) where he led the US Small/Mid Cap Growth strategies in its Global Fundamental Strategies group. Prior to this, he was Managing Director of real estate securities at the Tuckerman Group, SSgA’s real estate subsidiary. Mr. Smith holds a B.A. in Economics from the University of Massachusetts/Amherst and a M.S. in Finance from the Sawyer School of Management at Suffolk University. He is a CFA charter holder, a member of the CFA Institute and the Boston Security Analysts Society. Mr. Smith serves on the SSgA Advisory Council and on the MSF Advisory Board for the MSF Program at the Sawyer School of Management at Suffolk University. He is also on the Board of Directors of Cardinal Cushing Centers Inc. and the Investment Committee for the South Shore Chamber of Commerce. | ||
| David R. King | Vice President | 1993 | 1993 |
| Biography | King is a vice president with Massachusetts Financial Services. He joined the company in 1985 as an investment officer, was named an assistant vice president in 1987, and assumed his present position in 1988. King is a Chartered Financial Analyst. | ||
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