CFA CFA - MFS Special Portfolio Manager

Executive

CFA CFA is Portfolio Manager of MFS Special Value
Phone617 954 5000
Webhttps://www.mfs.com/en-us/individual-investor/prod

MFS Special Management Efficiency

The company has Return on Asset of 0.0201 % which means that on every $100 spent on assets, it made $0.0201 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0313 %, implying that it generated $0.0313 on every 100 dollars invested. MFS Special's management efficiency ratios could be used to measure how well MFS Special manages its routine affairs as well as how well it operates its assets and liabilities.

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MFS Special Value Trust is a closed-ended balanced mutual fund launched and managed by Massachusetts Financial Services Company The fund invests in the public equity and fixed income markets of the United States. MFS Special Value Trust was formed on November 30, 1989 and is domiciled in United States. MFS Special is traded on New York Stock Exchange in the United States. MFS Special Value (MFV) is traded on New York Stock Exchange in USA and employs 43 people.

Management Performance

MFS Special Value Leadership Team

Elected by the shareholders, the MFS Special's board of directors comprises two types of representatives: MFS Special inside directors who are chosen from within the company, and outside directors, selected externally and held independent of MFS. The board's role is to monitor MFS Special's management team and ensure that shareholders' interests are well served. MFS Special's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, MFS Special's outside directors are responsible for providing unbiased perspectives on the board's policies.
Robert Butler, Independent Trustee
James Kilman, Independent Trustee
David Gunning, Independent Chairman of the Board of Trustees
Amanda Mooradian, Assistant Secretary and Assistant Clerk
CFA CFA, Portfolio Manager
Susan Pereira, Assistant Secretary and Assistant Clerk
Laurie Thomsen, Independent Trustee
John Kavanaugh, Independent Chairman of the Board of Trustees
Robert Uek, Independent Trustee
Mark Polebaum, Secretary and Clerk
Robert Manning, Trustee
Maryanne Roepke, Independent Trustee
Clarence Otis, Independent Trustee
Kenneth CFA, Portfolio Securities
Christopher Bohane, Assistant Secretary and Assistant Clerk
Matthew Stowe, Assistant Secretary and Assistant Clerk
William Gutow, Independent Trustee
Peter Jones, Independent Trustee
Ethan Corey, Assistant Secretary and Assistant Clerk
CFA Brown, Portfolio Manager
James Yost, Deputy Treasurer
Kenneth Paek, Assistant Treasurer
Steven Buller, Independent Trustee
Michael Hegarty, Independent Trustee
Susan Newton, Assistant Secretary and Assistant Clerk
Matthew CFA, Portfolio Manager
Frank Tarantino, Independent Senior Officer
Thomas Connors, Assistant Secretary and Assistant Clerk
David DiLorenzo, Treasurer
Brian Langenfeld, Assistant Secretary and Assistant Clerk
Maureen Goldfarb, Independent Trustee
Michael Roberge, Trustee
Heidi Hardin, Secretary and Clerk
Kasey Phillips, Assistant Treasurer
Robin Stelmach, President and Trustee
John Clark, Assistant Treasurer
Richard Weitzel, Assistant Secretary, Assistant Clerk
Kino Clark, Assistant Treasurer
Nevin Chitkara, Portfolio Manager
Martin Wolin, Chief Compliance Officer
John Caroselli, Independent Director

MFS Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is MFS Special a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.
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Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.

Other Consideration for investing in MFS Stock

If you are still planning to invest in MFS Special Value check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the MFS Special's history and understand the potential risks before investing.
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