Close

Advisor Information for MFEKX

Fund Inception08/26/2011
Name of IssuerMFS
Fund Advisor(s)Massachusetts Financial Services Company
Sub-Advisor(s)--

Fund Managers for MFEKX

Bradford Mak
Portfolio Manager since 06/30/2021
Bradford J. Mak - Investment Officer - Equity 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 2010; previous positions include Equity Research Analyst. - Previous experience includes 2 years as an Investment Analyst at Kingsbrook Partners, LP; 2 years as an Investment Analyst at Highbridge Capital Management; 3 years as Private Equity Associate - Healthcare Group at Paul Capital Partners; 2 years as Strategic
Timothy Dittmer
Portfolio Manager since 06/01/2025
Timothy W. Dittmer - Investment Officer - Equity Research Analyst, Equity Portfolio Manager - As an Equity Research Analyst, responsible for identifying the most attractive investment opportunities in assigned universe. Works closely with portfolio managers to ensure ideas are properly positioned within portfolios. - Joined MFS in 2009 - Previous experience includes 3 years as Senior Analyst at Stout Risius Ross, Inc.; 1 year as Analyst at Ennis Knupp & Associates; 1 year as Proprietary Trader at A.J. Capital. - Additional MFS experience includes participation in MFS' Summer MBA Internship program in 2008. -He added portfolio management responsibilities on the Global Intrinsic Value strategy in 2021. - University of Chicago, Master of Business Administration, honors - University of Notre Dame, Bachelor of Business Administration, magna cum laude