MFS Core Equity R3
Boston, MA 2199
111 Huntington Avenue, 24th Floor
MFS Series Trust I
1-800-637-2929
Management Information
Joseph G. MacDougall,Lead Manager since April 30, 2008
- As an Equity Institutional Portfolio Manager, participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Communicates investment policy, strategy, and positioning., .
- Joined MFS in 2000; previous positions include Senior Product Manager.
- Affiliations include CFA Institute, CFA Society of Boston,.
- Boston University, MBA
- Boston College, BS
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.