Fund Inception | 11/02/2012 |
Name of Issuer | MFS |
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