What is MFS Heritage Trust?

The MFS Heritage Planning program provides tools and resources to help you address your clients’ unique financial concerns at every life stage and enhance relationships.

Is MFS owned by Sun Life?

The first mutual fund, the Massachusetts Investors Trust fund, is still in operation today….MFS Investment Management.

Headquarters at 111 Huntington Avenue
Number of employees 1,900+ (2020)
Parent Sun Life Financial
Website mfs.com

What does MFS investment do?

MFS Investment Management offers a wide range of investment services and products to institutional investors and investment professionals. The company has a family of more than 80 U.S. mutual funds. Other products it provides include variable insurance, closed-end funds, institutional trusts and 529 college planning.

How many employees does MFS Investment Management have?

MFS has more than 1,900 employees worldwide. MFS is a member of the Sun Life Financial group of companies, a leading international financial services organization providing a diverse range of wealth accumulation and protection products and services to individuals and corporate customers.

Who owns MFS?

Sun Life Financial
Sun Life of Canada (U.S.) Financial Services Holdings, Inc.
MFS Investment Management/Parent organizations

Is MFS a good company?

MFS is a great place to work They have a good culture, offer competitive salary and benefits, work from home and other perks. The office is located in the Prudential Mall in Boston’s Back Bay.

Does MFS pay well?

How much do MFS employees make? Glassdoor has salaries, wages, tips, bonuses, and hourly pay based upon employee reports and estimates….MFS Salaries.

Job Title Salary
Client Service Representative salaries – 35 salaries reported $39,174/yr
Co-Op salaries – 30 salaries reported $43,905/yr

Is MFS a broker dealer?

Because MFS allocated fund brokerage commissions, which are paid out of fund assets, to broker-dealers for Strategic Alliances, MFS avoided using its own assets to pay for services obtained under the Strategic Alliances.

How much does a mutual fund portfolio manager make?

As of October 2018, Salary.com reported portfolio manager’s annual base salary as ranging from $65,589 (for someone with under two years’ experience) to $135,153 (for one at the senior level).

How long should you keep a mutual fund?

The time frame for holding this type of mutual fund should be five years or more. Growth and capital appreciation funds generally do not pay any dividends. If you need current income from your portfolio, then an income fund may be a better choice.