Erik S. Weisman

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Manager factsheet

Erik S. Weisman
MFS Meridian Funds
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Manager profile

Erik S. Weisman, Ph.D., is an investment officer and portfolio manager at MFS Investment Management (MFS). As a member of the Fixed Income team, he manages the firm's inflation adjusted bond, strategic income, global bond, global total return and global government portfolios. He joined the firm in 2002 as a global sovereign fixed-income research analyst. Previously, he served for two years as assistant to the US Executive Director for the International Monetary Fund and for two years as an international economist in the Office of Central and Eastern Europe of the US Department of the Treasury. Erik earned a bachelor's degree from the University of Michigan and master's and Ph.D. degrees from Duke University.

FOLLOW ON FUNDSWIRE

Annualised total return over 19.2 years

+3.7%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Erik S. Weisman	5.9	3.0	8.3	19.7	46.8
Peer Group Composite	6.6	2.3	10.1	19.0	53.7
Over / Under	-0.7	0.7	-1.8	0.7	-6.9

Total return for Erik S. Weisman

Discrete calendar year performance : Erik S. Weisman

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Erik S. Weisman	5.9	-5.0	1.5	0.7	3.7	9.1	1.3	-8.0	32.0	0.9
Peer Group Composite	6.6	-1.4	-2.7	2.2	5.0	6.2	1.7	-5.9	34.1	2.5
Over / Under	-0.7	-3.6	4.2	-1.5	-1.3	2.9	-0.4	-2.1	-2.1	-1.6

Performance vs peer group composite: Erik S. Weisman

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

2 years

out of a possible 10

Overall markets

Underperformed peer group composite

8 years

out of a possible 10

Rising markets

Outperformed peer group composite

1 year

out of a possible 7

Falling markets

Outperformed peer group composite

1 year

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

MFS Meridian Global Total Return	Co-managed	FO Mixed Asset - Balanced	since Sep 26 2005 to present
MFS Meridian Inflation-Adjusted Bond	Co-managed	FO Fixed Int - USD Index Linked	since Sep 26 2005 to present
MFS Meridian Global Opportunistic Bond	Co-managed	FO Fixed Int - Global	since Jul 12 2016 to present

Funds managed previously

Fund	Periods

MFS Meridian Global Multi-Asset	since Sep 26 2005 to Sep 22 2011
MFS Meridian Global Credit	since Dec 22 2009 to Sep 30 2014
MFS Meridian Prudent Wealth	since Mar 04 2008 to Jan 31 2011