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Advisor Information for LFIUX

Fund Inception11/02/2012
Name of IssuerMFS
Fund Advisor(s)Massachusetts Financial Services Company
Sub-Advisor(s)--

Fund Managers for LFIUX

Natalie Shapiro
Portfolio Manager since 09/01/2018
Natalie I. Shapiro, Ph.D. is an Investment Officer, Portfolio Co-Manager and Quantitative Fixed Income Research Analyst at MFS Investment Management® (MFS®). Prior to joining MFS in 1997, Natalie served as a research associate for the Federal Reserve Bank of Boston. Natalie has earned a bachelor's degree from Wellesley College and a doctorate from the University of Pennsylvania.
Erich Shigley
Portfolio Manager since 08/28/2023
Benjamin Nastou
Portfolio Manager since 08/28/2023
Benjamin R. Nastou, CFA, is an investment officer, portfolio manager and quantitative research analyst at MFS Investment Management® (MFS®). He is a member of the portfolio management teams of the firm's commodity and global multi-asset strategies. Ben joined MFS in 2001 as a fixed income research associate and was promoted to quantitative research analyst in 2003. He was named portfolio manager in 2010. Ben has a bachelor's degree from Dartmouth College. He is a member of the Boston Security Analysts Society, Inc., and holds the Chartered Financial Analyst designation from the CFA Institute