| Fund Inception | 08/26/2011 |
| Name of Issuer | MFS |
| 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
