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You are here: Manager factsheet

Nevin P Chitkara
MFS Meridian Funds
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Manager profile
Nevin Chitkara is an investment officer and a value equity portfolio manager at MFS Investment Management® (MFS®). He is part of the portfolio management team for a number of MFS' value, global value, total return, and global total return strategies. As a value equity portfolio manager, Nevin is responsible for buy and sell decisions, portfolio construction, and risk and cash management. Additionally, he participates in the research process and strategy discussions. Nevin is based in MFS' Boston office. Nevin joined MFS in 1997. Prior to being named portfolio manager in 2006, Nevin was an equity research analyst specializing in the telecommunications, business services and transportation industries. Previously, he served on the corporate audit and business development staffs of General Electric Co. He earned his Bachelor of Science degree from Boston University, graduating magna cum laude. He also holds a Master of Business Administration degree from the MIT Sloan School of Management.
Total return for Nevin P Chitkara
Manager career performance
Discrete calendar year performance : Nevin P Chitkara

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
Nevin P Chitkara 14.8 0.3 14.4 26.6 -6.1 9.2 -4.4 26.1 2.6 17.0
Peer Group Composite 25.4 -4.5 13.6 34.1 -5.6 8.7 -0.3 23.8 -1.2 16.3
Over / Under -10.6 4.8 0.8 -7.5 -0.5 0.5 -4.1 2.3 3.8 0.7
Performance vs peer group composite: Nevin P Chitkara
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
MFS Meridian US Value Co-managed FO Equity - USA since May 01 2006 to present
Funds managed previously
Fund Periods
MFS Meridian Global Total Return since Sep 26 2005 to Dec 31 2020
MFS Meridian Global Value since Jul 31 2007 to Aug 19 2011
MFS Meridian Prudent Wealth since Mar 03 2008 to Jan 31 2011
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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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