| Fund Inception | 11/05/1997 |
| Name of Issuer | MFS |
| Fund Advisor(s) | Massachusetts Financial Services Company |
| Sub-Advisor(s) | -- |
Fund Managers for MEICX
Katherine Cannan
Portfolio Manager since 12/31/2019
Katherine Ann Cannan
- Investment Officer
- Portfolio Manager
- As an Equity 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 Equity Research Analyst; MFS Summer Intern.
- Previous experience includes 2 years as Associate at Thomas H. Lee Partners; 2 years as Analyst at Goldman, Sachs & Co..
- Northwestern University, Bachelor of Arts, magna cum laude, Phi Beta Kappa
- Harvard Business School, Master of Busi
Thomas Crowley
Portfolio Manager since 12/31/2024
Thomas P. Crowley, CFA
- Equity Portfolio Manager
- Investment Officer
- As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk and cash management. Participates in the research process and strategy discussions.
- Joined MFS in 2007; previous positions include Equity Research Analyst.
- Previous experience includes 7 years as Research Analyst and Investment Associate at Putnam Investments.
- Affiliations include CFA Institute, CFA Society of Boston
- Dartmouth College, Tuck School of Business, M.B.A
- College of the Holy Cross, Bachelor of Arts
