Blended Research® U.S. Core Equity Fund
ESTA INFORMACIÓN PARA EL CONSUMIDOR ES ÚNICAMENTE CON FINES DE MARKETING
Tenga en cuenta que este es un producto administrado activamente.
Las acciones de Clase I solo se ofertan a determinados inversores institucionales cualificados.
Blended Research® U.S. Core Equity Fund
Objetivo de inversión
Persigue la revalorización del capital, medida en dólares estadounidenses.
Enfoque de inversión
Integra el análisis fundamental y cuantitativo en un proceso disciplinado de construcción de la cartera
Invierte en empresas de elevada calidad que cotizan a valoraciones favorables con un catalizador que podría recompensar a largo plazo
Consideraciones importantes relativas al riesgo
Acciones: Los mercados bursátiles y las inversiones en acciones específicas son volátiles y pueden depreciarse considerablemente en respuesta a, o la percepción del inversor de, las condiciones del emisor, del mercado, económicas, de la industria, políticas, normativas, geopolíticas y otras.
Estrategia: No se garantiza que el error de seguimiento previsto de la cartera iguale su error de seguimiento objetivo en algún momento o por un período de tiempo de forma consistente, o que el error de seguimiento previsto de la cartera y el error de seguimiento real sean similares. La estrategia de la cartera, que tiene como objetivo un error de seguimiento previsto de aproximadamente el 2% en comparación con el Índice y que combina la investigación fundamental y cuantitativa, puede no producir los resultados esperados. Además, la investigación fundamental de MFS no está disponible para todos los emisores.
Estrategia cuantitativa: El análisis de inversión de MFS, su desarrollo y el uso de modelos cuantitativos, así como su selección de inversiones, pueden no producir los resultados esperados y/o pueden generar un enfoque de inversión que lleve a la cartera a registrar rentabilidades inferiores a otras carteras que adopten estrategias de inversión parecidas y/o quedarse rezagada respecto a los mercados en los que invierte. Es posible que los modelos cuantitativos utilizados por MFS (tanto propietarios como de terceros) no produzcan los resultados esperados por varias razones, incluyendo los factores utilizados en los modelos, la ponderación asignada a cada factor de los modelos, las fuentes cambiantes de la rentabilidad del mercado y problemas técnicos del diseño, desarrollo, implementación, aplicación y mantenimiento de los modelos (por ejemplo, datos incompletos o inexactos, programación u otros aspectos informáticos, errores de codificación y fallos tecnológicos).
Consulte los documentos de oferta o el Memorando de Información para más detalles, incluyendo información sobre los riesgos y gastos del fondo.
Información del fondo
- Creación del fondo 31-mar.-2026
- Activos netos (US$ M) A 30-jun.-26 US$16.65
- Fin de año fiscal ENERO
-
Clasificación SFDR
Artículo 8
Artículo 6: Integrar los riesgos de sostenibilidad en el proceso de inversión.
Artículo 8: Promueve sistemáticamente una característica ambiental o social declarada y brinda mejor información legal.
Artículo 9: Típicamente para "fondos de impacto", que tienen un doble objetivo de rendimiento financiero y objetivos ambientales o sociales específicos.
- Índice de referencia Standard & Poor's 500 Stock Index
Información sobre las Clases de acciones
- Creación de la clase 31-mar.-2026
- Valor liquidativo (VL) A 22-jul.-26 $118.79
- El cambio más reciente del VL A 22-jul.-26 $0.23 | 0.19%
- ISIN LU3191619371
- SEDOL BVZK5Q2
- WKN A41LUX
- Bloomberg MBRI1US LX
- CUSIP L63672502
- Comisiones de suscripción máximas 0%
- Índice de referencia Standard & Poor's 500 Stock Index
Gestores
Las 10 participaciones principales
A 30-jun.-26
- NVIDIA Corp
- Apple Inc
- Microsoft Corp
- Amazon.com Inc
- Alphabet Inc Class A
- Broadcom Inc
- Lam Research Corp
- Johnson & Johnson
- Alphabet Inc Class C
- Micron Technology Inc
Matt Krummell, CFA
Lead Portfolio Manager
Matthew W. Krummell, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is a member of the portfolio management team responsible for the firm's Blended Research, low volatility and other quantitatively managed equity strategies. In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the quantitative research process and strategy discussions. Matt has managed Blended Research equity strategies since joining MFS in 2001 as a quantitative research analyst. He previously served as an analyst at Pioneer Investments for three years and for two years as an assistant vice president at Putnam Investments, where he was responsible for developing quantitative equity models. Before that, he was an associate at Mellon Capital Management for three years. He began his career in the financial services industry in 1991. Matt earned a Bachelor of Arts degree in economics from the University of California and a Master of Business Administration degree in finance and statistics from the University of Chicago. He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.
Nathan Bryant, CFA
Portfolio Manager
Nathan G. Bryant, CFA, is a quantitative research analyst at MFS Investment Management® (MFS®). In this role, he is responsible for conducting research and analysis associated with alpha generation, risk management and asset allocation. He works closely with other members of the investment team to identify and prioritize research topics most relevant to the investment process. Nathan joined the firm in 2015 as a quantitative research associate. He worked as a quantitative research associate II and a senior quantitative research associate before transitioning to his current role in 2021. Nathan earned a Bachelor of Science degree from Boston College. He graduated cum laude as part of the Carroll School of Management Honors Program.
Jonathan Sage, CFA
Portfolio Manager
Jonathan W. Sage, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is a member of the portfolio management team responsible for the firm's Blended Research, low volatility and other quantitatively managed equity strategies. In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the quantitative research process and strategy discussions. Jonathan joined MFS in 2000 as a quantitative equity research analyst and assumed his current role in 2005. He began his career in the financial services industry in 1995. Jonathan earned a bachelor's degree from Tufts University and a Master of Business Administration degree and Master of Science degree in finance from Boston College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Boston Security Analysts Society, Inc.
Jed Stocks, CFA
Portfolio Manager
Jed Stocks, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is a member of the portfolio management team responsible for the firm's Blended research, low volatility and other quantitatively managed equity strategies. In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the quantitative research process and strategy discussions. Jed began his career in the financial services industry as a teleservices representative for MFS in 1999 and later rejoined the firm in 2001. He became a quantitative research associate in 2002 and was named a quantitative research analyst in 2005 before assuming his current role in 2015. Jed earned a Bachelor of Science degree in finance from Lehigh University. He holds the Chartered Financial Analyst (CFA) designation.
Jenney Zhang, CFA
Portfolio Manager
Jenney Zhang Parziale, CFA, is an investment officer and quantitative portfolio manager with MFS Investment Management® (MFS®). In this role, she is responsible for buy and sell decisions, portfolio construction, risk control and cash management. Jenney also participates in the research process, conducting research and analysis associated with alpha generation, risk management and asset allocation. She also participates in strategy discussions. Jenney joined MFS in 2011 as a quantitative research analyst before taking on her current role in 2026. Her previous experience includes four years as a senior quantitative analyst at Gartmore Investments Limited and two years as a fixed income quantitative associate at Putnam Investments. She has worked in the financial services industry since 2005. Jenney earned a Bachelor of Science degree from Carnegie Mellon University. She is a CFA charter holder and a member of CFA Society Boston.
George Fontaine, CFA, M²SD
Institutional Portfolio Manager
George Fontaine, CFA, M²SD, is an investment officer and a quantitative institutional portfolio manager (IPM) at MFS Investment Management® (MFS®). In his role supporting the firm's Blended Research strategies, he participates in the research process and strategy discussions, assesses portfolio risk, and customizes portfolios to client objectives and guidelines. He meets regularly with clients to communicate investment policy, strategy and portfolio positioning. He also produces research and insight pieces based on knowledge gained by accessing the MFS global investment platform. George joined the firm in 2017 as an analyst within the Investment Solutions Group (ISG) where he focused on equity markets. He went on to become a senior analyst on the team, before moving to the investment team as a senior equity IPM associate. Prior to joining the firm, he worked for a year as a portfolio analyst at Natixis Global Asset Management, three years in various roles at GMO LLC, including as an investment analyst, and two years as a financial analyst at State Street Corporation. George earned a Bachelor of Science degree in both economics and psychology from Union College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston. George is also a Macro Specialist Designation charterholder (M²SD) and is a member of The Macro Institute.
Jeffrey Morrison, CFA
Institutional Portfolio Manager
Jeffrey D. Morrison, CFA, is an investment officer and a quantitative institutional portfolio manager at MFS Investment Management® (MFS®). In his role supporting the firm's Blended Research® strategies, he participates in the research process and strategy discussions, and he also communicates investment policy, strategy performance, and portfolio positioning to clients. Jeff also serves as a co-portfolio manager of the firm's Canadian Balanced portfolios. Jeff joined MFS in 2006 as an institutional portfolio manager and became a portfolio manager in 2011. He managed several Canadian equity strategies for the firm from 2012 to 2017. He took on his current responsibilities as an institutional portfolio manager for the firm's Blended Research® portfolios in January 2017. Before joining MFS, he served for eight years as a portfolio manager at Franklin Templeton Investments, including two years at Bissett Investment Management, where he was a voting member of the Investment Policy Committee and a member of the Senior Management Committee. He also served as lead manager on various US and global equity mandates at Bissett/Franklin Templeton. Prior to that, he worked for six years as a US equity analyst and portfolio manager for Mulvihill Capital Management, as well as working for two years as a capital markets analyst and one year as a bond and money market trader for CT Investment Counsel (CTIC). Jeff earned a Bachelor of Business Management degree from Ryerson Polytechnical Institute (now Toronto Metropolitan University) and holds the chartered financial analyst (CFA) designation. He is a member of the CFA Society of Boston and the CFA Society of Nashville.
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Descripción general
Objetivo de inversión
Persigue la revalorización del capital, medida en dólares estadounidenses.
Enfoque de inversión
Integra el análisis fundamental y cuantitativo en un proceso disciplinado de construcción de la cartera
Invierte en empresas de elevada calidad que cotizan a valoraciones favorables con un catalizador que podría recompensar a largo plazo
Consideraciones importantes relativas al riesgo
El fondo podría no lograr su objetivo y/o usted podría perder dinero al invertir en él.Acciones: Los mercados bursátiles y las inversiones en acciones específicas son volátiles y pueden depreciarse considerablemente en respuesta a, o la percepción del inversor de, las condiciones del emisor, del mercado, económicas, de la industria, políticas, normativas, geopolíticas y otras.
Estrategia: No se garantiza que el error de seguimiento previsto de la cartera iguale su error de seguimiento objetivo en algún momento o por un período de tiempo de forma consistente, o que el error de seguimiento previsto de la cartera y el error de seguimiento real sean similares. La estrategia de la cartera, que tiene como objetivo un error de seguimiento previsto de aproximadamente el 2% en comparación con el Índice y que combina la investigación fundamental y cuantitativa, puede no producir los resultados esperados. Además, la investigación fundamental de MFS no está disponible para todos los emisores.
Estrategia cuantitativa: El análisis de inversión de MFS, su desarrollo y el uso de modelos cuantitativos, así como su selección de inversiones, pueden no producir los resultados esperados y/o pueden generar un enfoque de inversión que lleve a la cartera a registrar rentabilidades inferiores a otras carteras que adopten estrategias de inversión parecidas y/o quedarse rezagada respecto a los mercados en los que invierte. Es posible que los modelos cuantitativos utilizados por MFS (tanto propietarios como de terceros) no produzcan los resultados esperados por varias razones, incluyendo los factores utilizados en los modelos, la ponderación asignada a cada factor de los modelos, las fuentes cambiantes de la rentabilidad del mercado y problemas técnicos del diseño, desarrollo, implementación, aplicación y mantenimiento de los modelos (por ejemplo, datos incompletos o inexactos, programación u otros aspectos informáticos, errores de codificación y fallos tecnológicos).
Consulte los documentos de oferta o el Memorando de Información para más detalles, incluyendo información sobre los riesgos y gastos del fondo.
Información del fondo
- Creación del fondo 31-mar.-2026
- Activos netos (US$ M) A 30-jun.-26 US$16.65
- Fin de año fiscal ENERO
-
Clasificación SFDR
Artículo 8
Artículo 6: Integrar los riesgos de sostenibilidad en el proceso de inversión.
Artículo 8: Promueve sistemáticamente una característica ambiental o social declarada y brinda mejor información legal.
Artículo 9: Típicamente para "fondos de impacto", que tienen un doble objetivo de rendimiento financiero y objetivos ambientales o sociales específicos.
- Índice de referencia Standard & Poor's 500 Stock Index
Información sobre las Clases de acciones
- Creación de la clase 31-mar.-2026
- Valor liquidativo (VL) A 22-jul.-26 $118.79
- El cambio más reciente del VL A 22-jul.-26 $0.23 | 0.19%
- ISIN LU3191619371
- SEDOL BVZK5Q2
- WKN A41LUX
- Bloomberg MBRI1US LX
- CUSIP L63672502
- Comisiones de suscripción máximas 0%
- Índice de referencia Standard & Poor's 500 Stock Index
Gestores
![Nathan Bryant, CFA]()
![Jonathan Sage, CFA]()
![Jed Stocks, CFA]()
![Jenney Zhang, CFA]()
![George Fontaine, CFA, M²SD]()
![Jeffrey Morrison, CFA]()
Las 10 participaciones principales
A 30-jun.-26
- NVIDIA Corp
- Apple Inc
- Microsoft Corp
- Amazon.com Inc
- Alphabet Inc Class A
- Broadcom Inc
- Lam Research Corp
- Johnson & Johnson
- Alphabet Inc Class C
- Micron Technology Inc
Matt Krummell, CFA
Lead Portfolio Manager
33AÑOS EN LA INDUSTRIA
1AÑO EN EL PORTAFOLIOMatthew W. Krummell, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is a member of the portfolio management team responsible for the firm's Blended Research, low volatility and other quantitatively managed equity strategies. In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the quantitative research process and strategy discussions. Matt has managed Blended Research equity strategies since joining MFS in 2001 as a quantitative research analyst. He previously served as an analyst at Pioneer Investments for three years and for two years as an assistant vice president at Putnam Investments, where he was responsible for developing quantitative equity models. Before that, he was an associate at Mellon Capital Management for three years. He began his career in the financial services industry in 1991. Matt earned a Bachelor of Arts degree in economics from the University of California and a Master of Business Administration degree in finance and statistics from the University of Chicago. He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.
Nathan Bryant, CFA
Portfolio Manager
11AÑOS EN LA INDUSTRIA
1AÑO EN EL PORTAFOLIONathan G. Bryant, CFA, is a quantitative research analyst at MFS Investment Management® (MFS®). In this role, he is responsible for conducting research and analysis associated with alpha generation, risk management and asset allocation. He works closely with other members of the investment team to identify and prioritize research topics most relevant to the investment process. Nathan joined the firm in 2015 as a quantitative research associate. He worked as a quantitative research associate II and a senior quantitative research associate before transitioning to his current role in 2021. Nathan earned a Bachelor of Science degree from Boston College. He graduated cum laude as part of the Carroll School of Management Honors Program.
Jonathan Sage, CFA
Portfolio Manager
31AÑOS EN LA INDUSTRIA
1AÑO EN EL PORTAFOLIOJonathan W. Sage, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is a member of the portfolio management team responsible for the firm's Blended Research, low volatility and other quantitatively managed equity strategies. In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the quantitative research process and strategy discussions. Jonathan joined MFS in 2000 as a quantitative equity research analyst and assumed his current role in 2005. He began his career in the financial services industry in 1995. Jonathan earned a bachelor's degree from Tufts University and a Master of Business Administration degree and Master of Science degree in finance from Boston College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Boston Security Analysts Society, Inc.
Jed Stocks, CFA
Portfolio Manager
27AÑOS EN LA INDUSTRIA
1AÑO EN EL PORTAFOLIOJed Stocks, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is a member of the portfolio management team responsible for the firm's Blended research, low volatility and other quantitatively managed equity strategies. In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the quantitative research process and strategy discussions. Jed began his career in the financial services industry as a teleservices representative for MFS in 1999 and later rejoined the firm in 2001. He became a quantitative research associate in 2002 and was named a quantitative research analyst in 2005 before assuming his current role in 2015. Jed earned a Bachelor of Science degree in finance from Lehigh University. He holds the Chartered Financial Analyst (CFA) designation.
Jenney Zhang, CFA
Portfolio Manager
21AÑOS EN LA INDUSTRIA
1AÑO EN EL PORTAFOLIOJenney Zhang Parziale, CFA, is an investment officer and quantitative portfolio manager with MFS Investment Management® (MFS®). In this role, she is responsible for buy and sell decisions, portfolio construction, risk control and cash management. Jenney also participates in the research process, conducting research and analysis associated with alpha generation, risk management and asset allocation. She also participates in strategy discussions. Jenney joined MFS in 2011 as a quantitative research analyst before taking on her current role in 2026. Her previous experience includes four years as a senior quantitative analyst at Gartmore Investments Limited and two years as a fixed income quantitative associate at Putnam Investments. She has worked in the financial services industry since 2005. Jenney earned a Bachelor of Science degree from Carnegie Mellon University. She is a CFA charter holder and a member of CFA Society Boston.
George Fontaine, CFA, M²SD
Institutional Portfolio Manager
16AÑOS EN LA INDUSTRIA
1AÑO EN EL PORTAFOLIOGeorge Fontaine, CFA, M²SD, is an investment officer and a quantitative institutional portfolio manager (IPM) at MFS Investment Management® (MFS®). In his role supporting the firm's Blended Research strategies, he participates in the research process and strategy discussions, assesses portfolio risk, and customizes portfolios to client objectives and guidelines. He meets regularly with clients to communicate investment policy, strategy and portfolio positioning. He also produces research and insight pieces based on knowledge gained by accessing the MFS global investment platform. George joined the firm in 2017 as an analyst within the Investment Solutions Group (ISG) where he focused on equity markets. He went on to become a senior analyst on the team, before moving to the investment team as a senior equity IPM associate. Prior to joining the firm, he worked for a year as a portfolio analyst at Natixis Global Asset Management, three years in various roles at GMO LLC, including as an investment analyst, and two years as a financial analyst at State Street Corporation. George earned a Bachelor of Science degree in both economics and psychology from Union College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston. George is also a Macro Specialist Designation charterholder (M²SD) and is a member of The Macro Institute.
Jeffrey Morrison, CFA
Institutional Portfolio Manager
38AÑOS EN LA INDUSTRIA
1AÑO EN EL PORTAFOLIOJeffrey D. Morrison, CFA, is an investment officer and a quantitative institutional portfolio manager at MFS Investment Management® (MFS®). In his role supporting the firm's Blended Research® strategies, he participates in the research process and strategy discussions, and he also communicates investment policy, strategy performance, and portfolio positioning to clients. Jeff also serves as a co-portfolio manager of the firm's Canadian Balanced portfolios. Jeff joined MFS in 2006 as an institutional portfolio manager and became a portfolio manager in 2011. He managed several Canadian equity strategies for the firm from 2012 to 2017. He took on his current responsibilities as an institutional portfolio manager for the firm's Blended Research® portfolios in January 2017. Before joining MFS, he served for eight years as a portfolio manager at Franklin Templeton Investments, including two years at Bissett Investment Management, where he was a voting member of the Investment Policy Committee and a member of the Senior Management Committee. He also served as lead manager on various US and global equity mandates at Bissett/Franklin Templeton. Prior to that, he worked for six years as a US equity analyst and portfolio manager for Mulvihill Capital Management, as well as working for two years as a capital markets analyst and one year as a bond and money market trader for CT Investment Counsel (CTIC). Jeff earned a Bachelor of Business Management degree from Ryerson Polytechnical Institute (now Toronto Metropolitan University) and holds the chartered financial analyst (CFA) designation. He is a member of the CFA Society of Boston and the CFA Society of Nashville.