Maryanne Roepke - MFS Municipal Independent Trustee
MFM Stock | USD 5.54 0.01 0.18% |
Executive
Ms. Maryanne L. Roepke is Trustee of the MFS MUNICIPAL INCOME TRUST since May 2014. Ms. Roepke has substantial executive and compliance experience within the investment management industry. She was a Senior Vice President and the Chief Compliance Officer of American Century Investments, Inc., where she worked for over 30 years. Ms. Roepke served on the board of the American Century SICAV, a mutual fund complex. She currently is a trustee of Rockhurst University. She is a former member of the Investment Company Institutes Chief Compliance Officer Committee and Risk Management Advisory Committee. since 2014.
Age | 64 |
Tenure | 10 years |
Address | 111 Huntington Avenue, Boston, MA, United States, 02199 |
Phone | 617 954 5000 |
Web | https://www.mfs.com/en-us/individual-investor/prod |
Maryanne Roepke Latest Insider Activity
Tracking and analyzing the buying and selling activities of Maryanne Roepke against MFS Municipal stock is an integral part of due diligence when investing in MFS Municipal. Maryanne Roepke insider activity provides valuable insight into whether MFS Municipal is net buyers or sellers over its current business cycle. Note, MFS Municipal insiders must abide by specific rules, including filing SEC forms every time they buy or sell MFS Municipal'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
Maryanne Roepke over six months ago Insider Trading | ||
Maryanne Roepke over a year ago Purchase by Maryanne Roepke of 1862 shares of MFS Municipal |
MFS Municipal Management Efficiency
The company has Return on Asset of 0.025 % which means that on every $100 spent on assets, it made $0.025 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0286 %, implying that it generated $0.0286 on every 100 dollars invested. MFS Municipal's management efficiency ratios could be used to measure how well MFS Municipal manages its routine affairs as well as how well it operates its assets and liabilities. As of the 24th of November 2024, Return On Capital Employed is likely to grow to 0.08, while Return On Tangible Assets are likely to drop 0. At this time, MFS Municipal's Total Assets are very stable compared to the past year. As of the 24th of November 2024, Net Tangible Assets is likely to grow to about 259.6 M, while Total Current Assets are likely to drop about 5.7 M.Similar Executives
Showing other executives | EXECUTIVE Age | ||
John Clark | MFS Government Markets | 52 | |
Ethan Corey | MFS High Income | 60 | |
Clarence Otis | MFS High Income | 64 | |
Christopher Bohane | MFS Government Markets | 46 | |
Steven Buller | MFS Government Markets | 69 | |
Kino Clark | MFS High Yield | 52 | |
Laurie Thomsen | MFS Government Markets | 63 | |
Brian Langenfeld | MFS Investment Grade | 51 | |
P Richey | Federated Premier Municipal | 71 | |
Catherine Lynch | Blackrock Muniyield Quality | 59 | |
Martin Wolin | MFS Investment Grade | 52 | |
Thomas ONeill | Federated Premier Municipal | 69 | |
Francis Knox | John Hancock Income | 72 | |
David DiLorenzo | MFS High Income | 52 | |
Robert Manning | MFS Government Markets | 56 | |
Howard CFA | John Hancock Income | N/A | |
Cynthia Egan | Blackrock Muniyield Quality | 66 | |
Clarence Otis | MFS Government Markets | 64 | |
Charles Bardelis | John Hancock Income | 79 | |
Frank Fabozzi | Blackrock Muniyield Quality | 72 | |
James Yost | MFS Investment Grade | 60 |
Management Performance
Return On Equity | 0.0286 | ||||
Return On Asset | 0.025 |
MFS Municipal Income Leadership Team
Elected by the shareholders, the MFS Municipal's board of directors comprises two types of representatives: MFS Municipal inside directors who are chosen from within the company, and outside directors, selected externally and held independent of MFS. The board's role is to monitor MFS Municipal's management team and ensure that shareholders' interests are well served. MFS Municipal's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, MFS Municipal's outside directors are responsible for providing unbiased perspectives on the board's policies.
James Kilman, Independent Trustee | ||
Amanda Mooradian, Assistant Secretary, Assistant Clerk | ||
Susan Pereira, Assistant Secretary and Assistant Clerk | ||
Laurie Thomsen, Independent Trustee | ||
John Kavanaugh, Independent Chairman of the Board of Trustees | ||
Robert Manning, Interested Trustee, CEO of MFS Investment Management and President of MFS Investment Management | ||
CFA CPA, Portfolio Manager | ||
Maryanne Roepke, Independent Trustee | ||
Clarence Otis, Independent Trustee | ||
Christopher Bohane, Assistant Secretary and Assistant Clerk | ||
Matthew Stowe, Assistant Secretary and Assistant clerk | ||
Peter Jones, Independent Trustee | ||
Robyn Griffin, Assistant Officer | ||
Ethan Corey, Assistant Secretary and Assistant Clerk | ||
James Yost, Deputy Treasurer | ||
Steven Buller, Independent Trustee | ||
Frank Tarantino, Independent Chief Compliance Officer | ||
Thomas Connors, Assistant Secretary and Assistant Clerk | ||
David DiLorenzo, Treasurer | ||
Brian Langenfeld, Assistant Secretary and Assistant Clerk | ||
Maureen Goldfarb, Independent Trustee | ||
Michael Roberge, Trustee | ||
Heidi Hardin, Secretary , Clerk | ||
Kasey Philips, Assistant Treasurer | ||
Kasey Phillips, Assistant Treasurer | ||
Robin Stelmach, President Trustee | ||
John Clark, Assistant Treasurer | ||
Richard Weitzel, Assistant Secretary and Assistant Clerk | ||
Kino Clark, Assistant Treasurer | ||
Martin Wolin, Chief Compliance Officer | ||
John Caroselli, Independent Trustee |
MFS Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is MFS Municipal a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Return On Equity | 0.0286 | ||||
Return On Asset | 0.025 | ||||
Profit Margin | 0.41 % | ||||
Operating Margin | 0.85 % | ||||
Current Valuation | 341.96 M | ||||
Shares Outstanding | 41.19 M | ||||
Shares Owned By Institutions | 35.01 % | ||||
Number Of Shares Shorted | 32.72 K | ||||
Price To Earning | 8.73 X | ||||
Price To Book | 0.94 X |
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in MFS Municipal Income. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of MFS Municipal. If investors know MFS will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about MFS Municipal listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.228 | Dividend Share 0.22 | Earnings Share 0.17 | Revenue Per Share 0.415 | Quarterly Revenue Growth 0.053 |
The market value of MFS Municipal Income is measured differently than its book value, which is the value of MFS that is recorded on the company's balance sheet. Investors also form their own opinion of MFS Municipal's value that differs from its market value or its book value, called intrinsic value, which is MFS Municipal's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because MFS Municipal's market value can be influenced by many factors that don't directly affect MFS Municipal's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between MFS Municipal's value and its price as these two are different measures arrived at by different means. Investors typically determine if MFS Municipal is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, MFS Municipal's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.