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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

Eric Fischman
Portfolio Manager since 04/02/2002
Eric B. Fischman, is an investment officer and portfolio manager at MFS Investment Management® since Novembwe 2019. Eric joined MFS as an equity research analyst in 2000 and was named portfolio manager in 2002. Prior to joining MFS he served as an equity research analyst at State Street Research and he was a staff attorney at the Federal Reserve Board in Washington, D.C. He earned an MBA from Columbia Business School, a Juris Doctorate degree from Boston University School of Law, and a Bachelor of Arts degree from Cornell University. He also holds the Certified Financial Analyst designation.
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