Jonathan W. Sage, CFA, is an investment officer and a portfolio manager at MFS Investment Management® (MFS®). He manages blended research equity strategies used by the firm's mutual funds and institutional accounts.
Jonathan joined MFS in 2000 as a quantitative equity research analyst and was named a portfolio manager in 2005.
Jonathan earned a bachelor's degree from Tufts University and Master of Business Administration and Master of Finance degrees from Boston College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Boston Security Analysts Society, Inc.
| Ticker | Fund Name | Net Asset ($ M)* |
|---|---|---|
| BMSBX | MFS Blended Research Mid Cap Equity Fund | $474.5 M |
| BRUDX | MFS Blended Research Value Equity Fund | $241.5 M |
| BRWAX | MFS Blended Research Growth Equity Fund | $231.8 M |
| MUEAX | MFS Blended Research Core Equity Fund | $989.9 M |
| BRSBX | MFS Blended Research Small Cap Equity Fund | $313.7 M |
| MLVAX | MFS Low Volatility Equity Fund | $455.3 M |
| MVGAX | MFS Low Volatility Global Equity Fund | $255.5 M |
| EQNAX | MFS Equity Income Fund | $359.9 M |
* Net Assets include for all classes