MFS Special Value Trust
111 Huntington Avenue
Boston, MA 02199
United States
617 954 5000
https://www.mfs.com/en-us/individual-investor/product-strategies/closed-end-funds/MFV-mfs-special-value-trust.html#tab-overview
版塊: Financial Services
行業: Asset Management
全職員工:
高階主管
| 名稱 | 頭銜 | 支付 | 行使價 | 出生年份 |
|---|---|---|---|---|
| Mr. Kenneth J. Enright CFA | Portfolio Manager of Equity Securities | 無 | 無 | 無 |
| Mr. David P. Cole C.F.A., CFA | Portfolio Manager | 無 | 無 | 無 |
| Mr. William J. Adams C.F.A., CFA | Portfolio Manager | 無 | 無 | 無 |
| Mr. Nevin P. Chitkara | Portfolio Manager | 無 | 無 | 無 |
| Dr. Ward Brown Ph.D., CFA | Portfolio Manager | 無 | 無 | 無 |
| Mr. Matthew W. Ryan CFA | Portfolio Manager | 無 | 無 | 無 |
描述
MFS Special Value Trust is a closed-ended balanced mutual fund launched and managed by Massachusetts Financial Services Company The fund invests in the public equity and fixed income markets of the United States. It primarily invests in value stocks of companies operating across diversified sectors. The fund employs fundamental analysis and a bottom-up stock picking approach to create its portfolio. For the fixed income component of its portfolio, it seeks to invest in U.S. government securities, foreign government securities, mortgage backed and other asset-backed securities of U.S. and foreign issuers, corporate bonds of U.S. and foreign issuers, and debt instruments of issuers located in emerging market countries. The fund benchmarks the performance of its equity portfolio against Russell 1000 Value Index and fixed income against Barclays U.S. High-Yield Corporate Bond 2% Issuer Capped, MFS Special Value Trust Blended Index, and JPMorgan Emerging Markets Bond Index Global Index. MFS Special Value Trust was formed on November 30, 1989 and is domiciled in United States.
公司管治
截至 無 止，MFS Special Value Trust 的 ISS 管治質素評分為 無。 Pillar 分數正在審核中：無；董事會：無；股東權利：無；現金賠償：無。
