MFS Large Cap Value Private Portfolio
Investment objective: MFS Large Cap Value Private Portfolio seeks capital appreciation and reasonable income by investing in undervalued large cap stocks.
Goals: to outperform the Russell 1000 Value Index with lower volatility over a full market cycle.
Approach: seeks securities of companies that are inexpensive relative to the overall market, peers, and historical standards and possess high-quality management teams, accelerating earnings growth, and healthy balance sheets.
Steve Gorham, CFA - Portfolio Manager, Senior Vice President
Jonathan W. Sage, CFA - Portfolio Manager, Vice President
Nevin P. Chitkara - Portfolio Manager, Vice President
Katrina Mead, CFA - Institutional Portfolio Manager, Vice President
Joseph G. MacDougall, CFA - Institutional Portfolio Manager, Vice President
The investment advisory services offered through MFS Private Portfolio Management are not sold by prospectus.