Fund Inception | 07/01/1998 |
Name of Issuer | MFS |
Fund Advisor(s) | Massachusetts Financial Services Company |
Sub-Advisor(s) | -- |
Fund Managers for MHOAX
David Cole
Portfolio Manager since 10/10/2006
David P. Cole, CFA, is an Investment Officer of MFS Investment Management® (MFS®) and Portfolio Manager at the firm.
David employed in the investment area of MFS since 2004 after working for five years as a High Yield Analyst for Franklin Templeton Investments. Prior to this, he served as a financial economist/treasury market analyst for Thomson Financial Services and two years as an economist for Standard and Poor's.
David has a bachelor's degree from Cornell University and an MBA from University of California, Berkeley. He holds the Chartered Financial Analyst (CFA) designation.
Michael Skatrud
Portfolio Manager since 03/01/2018
Michael Skatrud, CFA, is an investment officer and fixed income research analyst at MFS Investment Management (MFS). He is responsible for identifying the most attractive investment opportunities in his assigned coverage universe and he works closely with portfolio managers to ensure ideas are properly positioned within portfolios.
Michael joined MFS in 2013 from Columbia Management, where he had worked as a high yield analyst for four years. Previously, he was a senior credit analyst at Oppenheimer Funds, Inc., for two years and spent seven years as a corporate bond analyst at Putnam Investments. He began his career in the financial services industry in 1996.
Michael earned a Bachelor of Science from the University of Wisconsin and holds a Master of Business Administration from the University of Pennsylvania's Wharton School of Business. He is a CFA charter holder and a member of the CFA Society Boston.