MFS Low Volatility Equity Fund
Boston, MA 2199
111 Huntington Avenue, 24th Floor
MFS Series Trust I
1-800-637-2929
Management Information
Matthew W. Krummell,Lead Manager since December 4, 2013
- As a Quantitative Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., .
- Joined MFS in 2001.
- Previous experience includes 3 years as Analyst at Pioneer Investments; 2 years as Assistant Vice President at Putnam Investments; 3 years as Associate at Mellon Capital Management;.
- Affiliations include CFA Institute, CFA Society of Boston,.
- University of Chicago, MBA
- University of California, Berkeley, BA, Phi Beta Kappa
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.