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MFS全盛基金 - 有限偿还期基金 I1 USD Acc (0P00001B6B)

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148.570 -0.010    -0.01%
08/05 - 延迟数据. USD 货币 ( 免责声明 )
类型:  基金
市场:  卢森堡
发行商:  MFS Meridian Funds
ISIN:  LU0219455796 
资产类别:  债券
  • 晨星评级:
  • 总资产: 1.07B
MFS Meridian Funds - Limited Maturity Fund I1 USD 148.570 -0.010 -0.01%

0P00001B6B概述

 
本页面提供MFS全盛基金 - 有限偿还期基金 I1 USD Acc的详细介绍,帮助您了解0P00001B6B的高管、总资产、投资策略和联系方式等信息。
种类

USD Corporate Bond - Short Term

总资产

1.07B

费用

0.50%

开始日期

2005年9月23日

投资策略

基金的投资目标是获得总报酬,重点是目前收入,但也考虑资本保值,均以美元计值。基金主要(至少70%)投资于以美元计值的债务工具,包括美国和非美国公司、政府、按揭担保证券及其他证券化工具。

联络信息

地址 L-1246, Luxembourg
,
Luxembourg
电话 -

高管

名称 标题 任期
Alexander M. Mackey Investment Officer 2017 now
背景介紹 Alexander M. Mackey, CFA, is an investment officer and fixed income portfolio manager with MFS Investment Management(r) (MFS(r)). He has portfolio management responsibilities on the firm's limited duration and multi-sector fixed income strategies. He also has research analyst responsibilities. Alexander joined MFS in 1998 as a financial control assistant and was promoted to section manager in 2000. He joined the Fixed Income Department as a research associate in 2001 was promoted to fixed income research analyst in 2004. He took on portfolio management responsibilities in 2017. Alexander has a bachelor's degree from Trinity College and holds the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Society of Boston.
Philipp S. Burgener Portfolio Manager 2017 now
背景介紹 Philipp S. Burgener, CFA, is an investment officer and fixed income portfolio manager with MFS Investment Management(r) (MFS(r)). He is a member of the firm's limited duration portfolio management team. He also has research analyst responsibilities. Philipp joined MFS in 2000 as an inside wholesaler and transferred to the Fixed Income Department in 2002 as an analytic support associate in the Quantitative Group. In 2003 he joined the Structured Products Group and was promoted to an Investment Grade Research Analyst in 2005. He took on portfolio management responsibilities in 2017. Philipp earned a Bachelor of Arts degree from Colgate University and his Master of Science degree from Boston University. He is also a member of the CFA Institute and Boston Security Analysts Society, Inc.
James J. Calmas Portfolio Manager 1998 2017
背景介紹 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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