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You are here: Manager factsheet

David P Cole
MFS Meridian Funds
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Manager profile
David P. Cole, CFA, is an investment officer of MFS Investment Management® (MFS®). He is also a co-portfolio manager of the firm's high-yield portfolios. David joined MFS in 2004 after working for five years as a high-yield analyst for Franklin Templeton Investments. Before that, he served as a financial economist/Treasury market analyst for Thomson Financial Services and an economist for Standard and Poor's.David has a bachelor's degree from Cornell University and an MBA from University of California, Berkeley. He holds the Chartered Financial Analyst (CFA) designation.
Total return for David P Cole
Manager career performance
Discrete calendar year performance : David P Cole

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
David P Cole 4.8 -0.4 3.2 -4.4 5.0 10.7 -2.2 21.8 2.1 11.3
Peer Group Composite 6.4 -0.5 -0.7 3.6 2.6 4.4 0.3 18.8 0.9 4.8
Over / Under -1.6 0.1 3.9 -8.0 2.4 6.3 -2.5 3.0 1.2 6.5
Performance vs peer group composite: David P Cole
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
MFS Meridian Global High Yield Co-managed IA Global High Yield Bond since Feb 01 1992 to present
MFS Meridian Global Opportunistic Bond Co-managed IA Global Mixed Bond since Jul 12 2016 to present
MFS Meridian Prudent Capital Co-managed IA Flexible Investment since Nov 03 2016 to present
MFS Meridian Diversified Income Co-managed (deputy) IA Flexible Investment since Mar 01 2018 to present
Funds managed previously
Fund Periods
MFS Meridian Euro High Yield Bond since Mar 12 1999 to fund close
MFS Meridian Diversified Income since Oct 30 2014 to Feb 28 2018
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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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