DCIOs
NAPAFIRMPARTNERS
2023
ADVISOR
ALLIES NAPA TOP DC INDUSTRY WHOLESALER
MFS Investment Management Boston, MA mfs.com
Key Contact(s)
Assets Managed*
Sean Kenney 800.343.2829 smkenney@mfs.com
Total AUM $582,700,000,000
Craig McKenna 800.343.2829 cmckenna@mfs.com Phil Stewart 800.343.2829 pstewart@mfs.com
Firm Profile
Since launching the first US open-end mutual fund in 1924, MFS has been committed to a single purpose: to create value responsibly. Our active investing approach aims to uncover what we believe are the best investment opportunities in the market through collective expertise, long-term discipline, and thoughtful risk management.
Primary Market(s) Served
Micro: <$1 million Small: $1-$10 million Mid: $10-$100 million Large: $100-$250 million Mega: >$250 million
Total DCIO Assets $95,231,247,072 DCIO Assets Breakdown [%] Collective Trusts: 15% Money Markets: 0% Mutual Funds: 74% Separate Accounts: 11% Stable Value: 0% Other: 0%
Asset Allocation Funds
• MFS Lifetime Income Fund • MFS Lifetime 2025-2065 Funds • MFS Aggressive Growth Allocation Fund • MFS Growth Allocation Fund • MFS Moderate Allocation Fun
Top 5 Funds by DC Assets [Fund Name / Total Assets] 1. MFS Value Fund: $18,427,839,342 2. MFS Growth Fund: $10,441,408,552 3. MFS International Diversification Fund: $8,154,951,699 4. MFS Mid Cap Value Fund: $6,648,881,497 5. MFS International Intrinsic Value Fund: $5,004,902,169
Advisor Support Services
• External Wholesalers Focused on Advisors • External Wholesalers Focused on Institutional • Plan Benchmarking • Target-Date Evaluation Tools • Training for DC Plan Sales/Service • Investment Committee Meetings
No. of External Wholesalers DC: 9 Retail: 78
*as of 6.30.23
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NAPABLACKBOOK2023