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Advisor Information for MCSIX

Fund Inception06/02/2010
Name of IssuerMFS
Fund Advisor(s)Massachusetts Financial Services Company
Sub-Advisor(s)--

Fund Managers for MCSIX

Ben Nastou
Portfolio Manager since 06/02/2010
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
Natalie Shapiro
Portfolio Manager since 06/02/2010
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.
Alexander Mackey
Portfolio Manager since 02/01/2017
Alexander M. Mackey, CFA, is an investment officer and fixed income portfolio manager with MFS Investment Management(r) (MFS(r)). He has portfolio management responsibilities on the firm's limited duration and multi-sector fixed income strategies. He also has research analyst responsibilities. Alexander joined MFS in 1998 as a financial control assistant and was promoted to section manager in 2000. He joined the Fixed Income Department as a research associate in 2001 was promoted to fixed income research analyst in 2004. He took on portfolio management responsibilities in 2017. Alexander has a bachelor's degree from Trinity College and holds the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Society of Boston.
Philipp Burgener
Portfolio Manager since 01/01/2019
Philipp S. Burgener, CFA, is an investment officer and fixed income portfolio manager with MFS Investment Management(r) (MFS(r)). He is a member of the firm's limited duration portfolio management team. He also has research analyst responsibilities. Philipp joined MFS in 2000 as an inside wholesaler and transferred to the Fixed Income Department in 2002 as an analytic support associate in the Quantitative Group. In 2003 he joined the Structured Products Group and was promoted to an Investment Grade Research Analyst in 2005. He took on portfolio management responsibilities in 2017. Philipp earned a Bachelor of Arts degree from Colgate University and his Master of Science degree from Boston University. He is also a member of the CFA Institute and Boston Security Analysts Society, Inc.
Anthony Rosato
Portfolio Manager since 12/31/2024