Nasdaq - Delayed Quote USD

MFS Series Trust IV - MFS Blended Research Global Equity Fund (BRLSX)

11.89 0.00 (0.00%)
At close: December 31 at 8:00 PM EST

Fund Summary

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. While MFS may invest the fund's assets in securities of companies of any size, MFS primarily invests in securities of companies with large capitalizations. It invests the fund's assets in U.S. and foreign securities, including emerging market securities.

MFS Series Trust IV - MFS Blended Research Global Equity Fund

MFS Series Trust IV
111 Huntington Avenue,24th Floor
800-225-2606

Fund Overview

Category World Large Stock
Fund Family MFS
Net Assets 5.23M
YTD Return -10.64%
Yield 1.21%
Morningstar Rating
Inception Date Sep 15, 2015

Fund Operations

Last Dividend 0.14
Last Cap Gain 0.00
Holdings Turnover 46.00%
Average for Category --

Fees & Expenses

Expense BRLSX Category Average
Annual Report Expense Ratio (net) 1.14% 1.06%
Prospectus Net Expense Ratio 1.14% --
Prospectus Gross Expense Ratio 5.87% --
Max 12b1 Fee 0.50% --
Max Front End Sales Load -- 5.25%
Max Deferred Sales Load -- 1.21%
3 Yr Expense Projection 1,325 --
5 Yr Expense Projection 2,513 --
10 Yr Expense Projection 5,393 --

Management Information

Jonathan W. Sage, Lead Manager since September 15, 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.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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