Jonathan W. Sage

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Manager factsheet

Jonathan W. Sage
MFS Meridian Funds
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Manager profile

Jonathan W. Sage, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is a member of the portfolio management team responsible for the firm's Blended Research, low volatility and other quantitatively managed equity strategies. In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the quantitative research process and strategy discussions. Jonathan joined MFS in 2000 as a quantitative equity research analyst and assumed his current role in 2005. He began his career in the financial services industry in 1995. Jonathan earned a bachelor's degree from Tufts University and a Master of Business Administration degree and Master of Science degree in finance from Boston College. He holds theChartered Financial Analyst (CFA) designation and is a member of the Boston Security Analysts Society, Inc.

FOLLOW ON FUNDSWIRE

Annualised total return over 10 years

+6.5%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Jonathan W. Sage	12.8	13.0	25.7	32.6	-
Peer Group Composite	14.4	7.4	28.8	40.3	-
Over / Under	-1.6	5.6	-3.1	-7.7	-

Total return for Jonathan W. Sage

Discrete calendar year performance : Jonathan W. Sage

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Jonathan W. Sage	12.8	-0.9	-0.4	17.0	-6.3	7.0	-1.4	5.2	30.4	-
Peer Group Composite	14.4	3.0	-9.1	19.3	0.6	7.5	1.3	10.0	22.7	-
Over / Under	-1.6	-3.9	8.7	-2.3	-6.9	-0.5	-2.7	-4.8	7.7	-

Performance vs peer group composite: Jonathan W. Sage

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

2 years

out of a possible 9

Overall markets

Underperformed peer group composite

7 years

out of a possible 9

Rising markets

Outperformed peer group composite

1 year

out of a possible 8

Falling markets

Outperformed peer group composite

1 year

out of a possible 1

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

MFS Meridian Global Total Return	Co-managed	FO Mixed Asset - Balanced	since Dec 01 2014 to present
MFS Meridian Global Equity Income	Co-managed	FO Equity - International	since Sep 22 2015 to present
MFS Meridian Blended Research European Equity	Co-managed	FO Equity - Europe inc UK	since Jun 01 2016 to present
MFS Meridian Diversified Income	Co-managed (deputy)	FO Mixed Asset - Flexible	since Mar 01 2018 to present

Funds managed previously

Fund	Periods

MFS Meridian US Equity Income	since Sep 22 2015 to fund close
MFS Meridian US Equity Opportunities	since Sep 01 2015 to fund close
MFS Meridian Diversified Income	since Jun 30 2015 to Feb 28 2018
MFS Meridian Managed Wealth	since Mar 01 2018 to Aug 31 2020
MFS Meridian Managed Wealth	since Sep 22 2015 to Feb 28 2018