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Advisor Information for MACBX

Fund Inception06/28/2002
Name of IssuerMFS
Fund Advisor(s)Massachusetts Financial Services Company
Sub-Advisor(s)--

Fund Managers for MACBX

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
Erich B. Shigley, CFA - Quantitative Portfolio Manager - Investment Officer - 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 2013; previous positions include Quantitative Research Analyst. - Previous experience includes 13 years at Goldman, Sachs & Co. primarily as a trader and investor in equity derivative and convertible bond securities. - Dartmouth College Thayer School of Engineering, Bachelor of Engineering Sciences - Dart
Ben Nastou
Portfolio Manager since 08/28/2023
Ben R. Nastou, CFA - CIO Quantitative Solutions, Quantitative Portfolio Manager - Investment Officer - As Co-CIO of Quantitative Solutions, oversees quantitative portfolio management and research at MFS. - Joined MFS in 2000; previous positions include Co-Director of Quantitative Solutions; Multi-Asset Portfolio Manager; Quantitative Research Analyst; Quantitative Research Associate. - Affiliations include CFA Institute, CFA Society of Boston - Dartmouth College, Bachelor of Arts