Massachusetts Financial Services Company is an investment advisor that manages 293.8 BN dollars in regulatory AUM and has 1000 employees, of which 244 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/16. The fund's latest filing disclosed 198BN in positions, representing 67% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MASSACHUSETTS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ACN 2.61% Tech 3.09% -0.17% 10 17%
MDT 2.18% Health -2.33% -0% 6 21%
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MASSACHUSETTS Founders and Key Employees

Name Title In Position Since
Robert J. Manning Director, Co-Chief Executive Officer & Chairman Of The Board Of Directors January-2015
Robin A. Stelmach Executive Vice President & Chief Operating Officer July-2004
Mark N. Polebaum Executive Vice President, General Counsel & Secretary March-2006
Amrit B. Kanwal Executive Vice President And Chief Financial Officer April-2009
Michael W. Roberge Director, Co-Chief Executive Officer, President, And Chief Investment Officer January-2015
David A. Antonelli Vice Chairman July-2010
Timothy M. Fagan Chief Compliance Officer January-2012
Colm J. Freyne Director March-2012
Stephen C. Peacher Director June-2014

MASSACHUSETTS Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
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Auditor Pro
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MASSACHUSETTS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss, from time to time, MFS benefits from sharing research with its Participating Affiliates and may also share investment personnel among the Participating Affiliates pursuant to the previously described MOU. The investment professionals of each affiliated investment adviser in the MFS Global Group contribute to the management of all client portfolios in the MFS Global Group. Supervision of such portfolio management is the responsibility of the officers and employees of each Participating Affiliate and MFS. In addition, MFS' trading personnel are responsible for implementing portfolio management decisions relating to client portfolios, including clients of MFS. Specific decisions to purchase or sell a client’s portfolio securities are made by individuals affiliated with MFS. Any such individual may serve other clients of MFS or any affiliate of MFS in a similar capacity.

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MASSACHUSETTS Portfolio Concentration


BOSTON, Massachusetts
UNITED STATES, 02199-7618

MASSACHUSETTS Contact Information

Phone Number: 617-954-5000
Fax Number: 1G3OSH3GLGJ7X1JC5I61



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