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You are here: Manager factsheet

Joshua Marston

MFS Meridian Funds
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Manager profile
Joshua P. Marston is an Investment Officer, Director of Fixed Income, and Director of Structured & Financial Research at MFS Investment Management® (MFS®). Josh's responsibilities include managing MFS' fixed income portfolio management team as well as oversight of MFS' structured product strategy, dedicated structured product portfolios, and portfolio management responsibilities for several of the firm's other fixed income strategies. Josh joined MFS in 1999 as a credit analyst and was named portfolio manager and Head of Structured Product Research in 2002. In 2005, he was named Director of Structured & Financials Research and joined the Fixed Income Management Committee. Josh was appointed to his current position of Co-Director of Fixed Income in 2011. Prior to joining the firm, he spent three years as Director of Securities Investment for AMRESCO Capital Trust, where he oversaw firm level investment in commercial real estate securities and subordinate commercial real estate debt. Josh has a Bachelor of Science degree from Boston University and a Master of Science degree from Massachusetts Institute of Technology. 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.
Total return for Joshua Marston
Discrete calendar year performance : Joshua Marston

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Joshua Marston 4.9 -4.6 -2.1 -5.2 5.5 10.1 1.1 -6.7 31.6 4.0
Peer Group Composite 4.4 -2.7 1.4 -5.1 6.8 7.4 0.9 -4.6 30.6 4.6
Over / Under 0.5 -1.9 -3.5 -0.1 -1.3 2.7 0.2 -2.1 1.0 -0.6
Performance vs peer group composite: Joshua Marston
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
Up
Outperformed peer group composite
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
MFS Meridian US Total Return Bond Co-managed FO Fixed Int - USD Investment Grade since Sep 01 2009 to present
Funds managed previously
Fund Periods
MFS Meridian Global Opportunistic Bond since Jul 12 2016 to Dec 31 2019
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The funds topping their sectors throughout recession worries and optimism By Gary Jackson  23-Sep-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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