MFS Series Trust IV - MFS Blended Research Global Equity Fund (BRLBX)
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MFS Series Trust IV - MFS Blended Research Global Equity Fund
MFS Series Trust IV
111 Huntington Avenue,24th Floor
Boston, MA 2199
800-225-2606
Management information
Jonathan W. Sage,Lead manager since 14 September 2015
Jonathan W. Sage, CFA, is an investment officer and a portfolio manager at MFS Investment Management. He manages blended research equity strategies utilized by the firm's mutual funds and institutional accounts.
He joined MFS in 2000 as a quantitative equity research analyst and was named a portfolio manager in 2005. Prior to joining MFS, Jonathan spent two years as a supervisor of portfolio administration for Santander Global Advisors, Inc. and three years as a senior mutual fund accountant for First Data Investor Services Group.
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Morningstar category
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Fund overview
CategoryWorld Large Stock
Fund familyMFS
Net assets5.23M
YTD return-10.75%
Yield0.72%
Morningstar rating★★
Inception date14 Sept 2015
Fund operations
Last dividend0.08
Last cap gain0.00
Holdings turnover46.00%
Average for categoryN/A
Fees and expenses
ExpenseBRLBXCategory average
Annual report expense ratio (net)1.64%1.06%
Prospectus net expense ratio1.64%N/A
Prospectus gross expense ratio6.37%N/A
Max 12b1 fee1.00%N/A
Max front end sales loadN/A5.25%
Max deferred sales load4.00%1.21%
3-yr expense projection1,766N/A
5-yr expense projection2,952N/A
10-yr expense projection5,608N/A
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