基本資料

投資策略

基金的投資目標是獲得總報酬，重點是目前收入，但也考慮資本增值，均以美元計值。基金主要（至少70%）投資於美國政府證券，包括按揭擔保證券。

基金經理人

• Stone Jake
• 資歷 6年(2018-09-01 至今)

• Jake Stone has been employed in the investment area of MFS since July 2018; Vice President, Portfolio Analyst, Fixed Income Portfolio Management Team, Wellington Management Company, LLP from September 2013 to July 2018

• Schechter Geoffrey
• 資歷 19年(2006-04-01 至今)

• Geoffrey L. Schechter, CFA, CPA, is an investment officer at MFS Investment Management® (MFS®) and a portfolio manager of the firm's government securities and municipal bond portfolios.
  
  Geoff joined MFS as an investment officer in 1993 after working as a municipal credit analyst with a major insurance company. He was named portfolio manager in 1993.
  
  Geoff is a graduate of the University of Texas and has an MBA degree from Boston University. He holds the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations.
  
  Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.

基金費用

聯絡資訊