Fund Inception | 05/26/2011 |
Name of Issuer | MFS |
Fund Advisor(s) | Massachusetts Financial Services Company |
Sub-Advisor(s) | -- |
Fund Managers for NDVUX
Richard Offen
Portfolio Manager since 12/31/2019
Richard L. Offen
- Investment Officer
- Equity Portfolio Manager
- As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions.
- Joined MFS in 2011
- Previous experience includes 1 year as an Associate - Investment Banking at Stifel, Nicolaus and Co, Inc.; 3 years as an Associate/Analyst - Investment Banking at FBR Capital Markets.
- Experience includes participation in the MFS MBA Internship program in 2010.
- University of Virginia, Master of Business Administration
- Davidson College, Bachelor of Arts