The investment seeks total return. MFS (Massachusetts Financial Services Company, the fund's investment adviser), in conjunction with UBS, Inc., the sub-adviser to the fund), seeks to achieve a total rate of return for the fund that meets or exceeds the Citigroup 1-Month U.S. Treasury Bill Index plus 2% to 4%, net of fund expenses, over a full market cycle.
Fund filings (PDF) »
Benjamin Nastou (Started: Apr 30, 2014)
Natalie Shapiro (Started: Nov 7, 2007)
Jos� Andr�s (Started: Mar 1, 2017)
Nathan Shetty (Started: Mar 1, 2017)
# Contact ?>
MFS, 111 Huntington Avenue, Boston, MA 02199, USA