Blended Research® U.S. Core Equity Fund
LE PRESENTI INFORMAZIONI SONO FORNITE A SCOPO PURAMENTE COMMERCIALE.
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Le azioni di categoria I sono disponibili solo per certi investitori istituzionali abilitati.
Blended Research® U.S. Core Equity Fund
Obiettivo d'investimento
Il Fondo ha come obiettivo l'incremento del capitale, espresso in dollari USA.
Politica d'investimento
Integra la ricerca fondamentale e quantitativa in un processo di creazione del portafoglio disciplinato
Investe in società di alta qualità negoziabili a condizioni favorevoli con un catalizzatore che potrebbe produrre rendimento a lungo termine
Importanti considerazioni sui rischi
Azioni: I mercati azionari e gli investimenti in singoli titoli sono volatili e possono subire un ribasso significativo in risposta alle condizioni degli emittenti, del mercato, dell’economia, dell’industria, della politica, della normativa, della geopolitica e altre circostanze o alla percezione degli investitori dei suddetti elementi.
Strategia: Non vi è alcuna garanzia che il tracking error previsto del portafoglio sarà uguale al tracking error previsto in qualsiasi momento o in modo coerente per qualsiasi periodo di tempo, o che il tracking error previsto del portafoglio e il tracking error effettivo saranno simili. La strategia del portafoglio di mirare a un tracking error previsto di circa il 2% rispetto all’Indice e di unire ricerca fondamentale e quantitativa potrebbe non produrre i risultati attesi. Inoltre, la ricerca fondamentale di MFS non è disponibile per tutti gli emittenti.
Strategia quantitativa: L’analisi degli investimenti di MFS, il suo sviluppo e l’utilizzo di modelli quantitativi, nonché la selezione degli investimenti, potrebbero non generare i risultati auspicati e/o potrebbero determinare una concentrazione dell’investimento, che causerebbe una sottoperformance del portafoglio rispetto ad altri fondi con strategie d’investimento simili e/o ai mercati in cui il portafoglio investe. Gli investimenti selezionati utilizzando modelli quantitativi potrebbero non generare i risultati auspicati, a causa dei fattori impiegati in tali modelli, della ponderazione attribuita a ciascun fattore nei modelli, al cambiamento delle fonti di rendimento e a problemi tecnici legati a progettazione, sviluppo, implementazione e mantenimento dei modelli (ad es. dati incompleti o inesatti, problemi di programmazione o altri problemi legati ai software e guasti tecnici).
Si prega di consultare i documenti di offerta o il Memorandum Informativo per ulteriori dettagli, incluse le informazioni sui rischi e sulle spese del fondo.
Informazioni sul fondo
- Data di lancio 31-mar-2026
- Patrimonio netto (US$ M) Al 30-giu-26 US$16.65
- Conclusione dell'esercizio finanziario gennaio
-
Classificazione SFDR
Articolo 8
Articolo 6: Integra i rischi per la sostenibilità nel processo di investimento.
Articolo 8: Promuove sistematicamente una caratteristica ambientale o sociale dichiarata e fornisce una migliore informativa legale.
Articolo 9: Tipicamente per i fondi ' impact fund", che hanno un duplice obiettivo di rendimento finanziario e specifici obiettivi ambientali o sociali.
- Benchmark Standard & Poor's 500 Stock Index
Informazioni Sulla classe del fondo
- Avvio della classe 31-mar-2026
- Valore patrimoniale netto (NAV) Al 22-lug-26 $118.79
- Variazione del NAV più recente Al 22-lug-26 $0.23 | 0.19%
- ISIN LU3191619371
- SEDOL BVZK5Q2
- WKN A41LUX
- Bloomberg MBRI1US LX
- CUSIP L63672502
- Commissione di vendita massima 0%
- Benchmark Standard & Poor's 500 Stock Index
Gestori
10 maggiori posizioni
Al 30-giu-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.
-
Panoramica
Obiettivo d'investimento
Il Fondo ha come obiettivo l'incremento del capitale, espresso in dollari USA.
Politica d'investimento
Integra la ricerca fondamentale e quantitativa in un processo di creazione del portafoglio disciplinato
Investe in società di alta qualità negoziabili a condizioni favorevoli con un catalizzatore che potrebbe produrre rendimento a lungo termine
Importanti considerazioni sui rischi
Il fondo potrebbe non realizzare il proprio obiettivo e/o si potrebbe perdere denaro dall’investimento nel fondo.Azioni: I mercati azionari e gli investimenti in singoli titoli sono volatili e possono subire un ribasso significativo in risposta alle condizioni degli emittenti, del mercato, dell’economia, dell’industria, della politica, della normativa, della geopolitica e altre circostanze o alla percezione degli investitori dei suddetti elementi.
Strategia: Non vi è alcuna garanzia che il tracking error previsto del portafoglio sarà uguale al tracking error previsto in qualsiasi momento o in modo coerente per qualsiasi periodo di tempo, o che il tracking error previsto del portafoglio e il tracking error effettivo saranno simili. La strategia del portafoglio di mirare a un tracking error previsto di circa il 2% rispetto all’Indice e di unire ricerca fondamentale e quantitativa potrebbe non produrre i risultati attesi. Inoltre, la ricerca fondamentale di MFS non è disponibile per tutti gli emittenti.
Strategia quantitativa: L’analisi degli investimenti di MFS, il suo sviluppo e l’utilizzo di modelli quantitativi, nonché la selezione degli investimenti, potrebbero non generare i risultati auspicati e/o potrebbero determinare una concentrazione dell’investimento, che causerebbe una sottoperformance del portafoglio rispetto ad altri fondi con strategie d’investimento simili e/o ai mercati in cui il portafoglio investe. Gli investimenti selezionati utilizzando modelli quantitativi potrebbero non generare i risultati auspicati, a causa dei fattori impiegati in tali modelli, della ponderazione attribuita a ciascun fattore nei modelli, al cambiamento delle fonti di rendimento e a problemi tecnici legati a progettazione, sviluppo, implementazione e mantenimento dei modelli (ad es. dati incompleti o inesatti, problemi di programmazione o altri problemi legati ai software e guasti tecnici).
Si prega di consultare i documenti di offerta o il Memorandum Informativo per ulteriori dettagli, incluse le informazioni sui rischi e sulle spese del fondo.
Informazioni sul fondo
- Data di lancio 31-mar-2026
- Patrimonio netto (US$ M) Al 30-giu-26 US$16.65
- Conclusione dell'esercizio finanziario gennaio
-
Classificazione SFDR
Articolo 8
Articolo 6: Integra i rischi per la sostenibilità nel processo di investimento.
Articolo 8: Promuove sistematicamente una caratteristica ambientale o sociale dichiarata e fornisce una migliore informativa legale.
Articolo 9: Tipicamente per i fondi ' impact fund", che hanno un duplice obiettivo di rendimento finanziario e specifici obiettivi ambientali o sociali.
- Benchmark Standard & Poor's 500 Stock Index
Informazioni Sulla classe del fondo
- Avvio della classe 31-mar-2026
- Valore patrimoniale netto (NAV) Al 22-lug-26 $118.79
- Variazione del NAV più recente Al 22-lug-26 $0.23 | 0.19%
- ISIN LU3191619371
- SEDOL BVZK5Q2
- WKN A41LUX
- Bloomberg MBRI1US LX
- CUSIP L63672502
- Commissione di vendita massima 0%
- Benchmark Standard & Poor's 500 Stock Index
Gestori
![Nathan Bryant, CFA]()
![Jonathan Sage, CFA]()
![Jed Stocks, CFA]()
![Jenney Zhang, CFA]()
![George Fontaine, CFA, M²SD]()
![Jeffrey Morrison, CFA]()
10 maggiori posizioni
Al 30-giu-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
33ANNI DI ESPERIENZA NEL SETTORE
1ANNO CON TEAM DI GESTIONE O'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
11ANNI DI ESPERIENZA NEL SETTORE
1ANNO CON TEAM DI GESTIONE O'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
31ANNI DI ESPERIENZA NEL SETTORE
1ANNO CON TEAM DI GESTIONE O'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
27ANNI DI ESPERIENZA NEL SETTORE
1ANNO CON TEAM DI GESTIONE O'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
21ANNI DI ESPERIENZA NEL SETTORE
1ANNO CON TEAM DI GESTIONE O'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
16ANNI DI ESPERIENZA NEL SETTORE
1ANNO CON TEAM DI GESTIONE O'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
38ANNI DI ESPERIENZA NEL SETTORE
1ANNO CON TEAM DI GESTIONE O'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.