March 06, 2015 9:48 AM ET

Capital Markets

Company Overview of MFS Series Trust I - MFS Core Equity Fund

Company Overview

MFS Series Trust I - MFS Core Equity Fund is an open ended equity mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in the public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund primarily invests in value and growth stocks of companies across all market capitalizations. It also invests in stocks of real estate investment trusts. The fund employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as above average earnings growth potential to create its portfolio. It benchmarks the performance of its portfolio against the Russell 3000 Index. The...

111 Huntington Avenue

Boston, MA 02199-7618

United States

Founded in 1996

Key Executives for MFS Series Trust I - MFS Core Equity Fund

Trustee, Chief Executive Officer of Massachusetts Financial Services -Investment Adviser and President of Massachusetts Financial Services -Investment Adviser
Age: 50
Senior Vice President
Age: 45
Executive Vice-President, Secretary, General Counsel, and Member of Management Committee
Age: 62
Assistant Secretary and Assistant Clerk
Age: 43
Assistant Secretary and Assistant Clerk
Age: 64
Compensation as of Fiscal Year 2014.

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To contact MFS Series Trust I - MFS Core Equity Fund, please visit www.mfs.com/wps/portal/mfs/us-advisor-pub/products/mutual-funds/!ut/p/a1/jY5BT4NAFIR_DcfyHmtb0BuJLah. Company data is provided by Capital IQ. Please use this form to report any data issues.

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