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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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James Fallon

James Fallon

Showing manager performance in United Kingdom View performance globally

About James Fallon

James Fallon is an investment officer and a portfolio manager at MFS Investment Management. Fallon manages domestic and international quantitative portfolios as a member of the MFS Quantitative Solutions Team. He joined MFS in 1999 as a securities lending administrator, later becoming an equity research associate, then equity quantitative research analyst, before assuming his current role in 2007. Prior to joining MFS, Fallon served as mutual fund custody accountant for Investors Bank & Trust. He holds a bachelor’s degree from the University of New Hampshire and a MBA from Boston University, as well as being a CFA charter holder.

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Citywire Rating: Not Rated

2017

  • JRated A in Jan 2017
  • FRated Plus in Feb 2017
  • MRated Plus in Mar 2017
  • ARated Plus in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ARated Plus in Aug 2017
  • SRated Plus in Sep 2017
  • ORated Plus in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017

2018

  • JNot rated in Jan 2018
  • FNot rated in Feb 2018
  • MNot rated in Mar 2018
  • ANot rated in Apr 2018
  • MNot rated in May 2018
  • JNot rated in Jun 2018
  • JNot rated in Jul 2018
  • ANot rated in Aug 2018
  • SNot rated in Sep 2018
  • ORated Plus in Oct 2018
  • NRated Plus in Nov 2018
  • DRated Plus in Dec 2018

2019

  • JRated Plus in Jan 2019
  • FRated Plus in Feb 2019
  • MRated Plus in Mar 2019
  • ARated Plus in Apr 2019
  • MNot rated in May 2019

Performance

over : 30/04/2018 - 30/04/2019
Rank 263/297 Equity - US
Manager Return
262 Brian Routledge 8.5%
263 James Fallon 8.0%
263 Matthew Krummell 8.0%
263 Jonathan Sage 8.0%
263 John Stocks 8.0%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.9%
2018 -9.9% -7.3% 6.9% 5.1% -13.5%
2017 5.9% 3.5% -0.4% -1.1% 3.8%
2016 30.4% 4.3% 10.5% 5.8% 6.9%
2015 8.0%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.