Jonathan Sage - Mfs Blended Fund Manager
| BRKCX Fund | USD 12.74 0.16 1.27% |
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 firms mutual funds and institutional accounts. He joined MFS in 2000 as a quantitative equity research analyst and was named a portfolio manager in 2005. rior 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.
| Phone | 800-225-2606 |
Mfs Blended Management Performance (%)
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Mfs Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Mfs Blended 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.
| Total Asset | 180 K | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 2.11 % | ||||
| One Year Return | 5.10 % | ||||
| Three Year Return | (5.29) % | ||||
| Five Year Return | 0.53 % | ||||
| Net Asset | 46.82 M | ||||
| Last Dividend Paid | 0.1 | ||||
| Cash Position Weight | 1.13 % | ||||
| Equity Positions Weight | 98.67 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Mfs Blended in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Mfs Blended's short interest history, or implied volatility extrapolated from Mfs Blended options trading.
Pair Trading with Mfs Blended
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Mfs Blended position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Mfs Blended will appreciate offsetting losses from the drop in the long position's value.Moving together with Mfs Mutual Fund
| 0.65 | FPPUX | Mfs Prudent Investor | PairCorr |
| 0.94 | LFTMX | Mfs Lifetime 2065 | PairCorr |
| 0.94 | LFTKX | Mfs Lifetime 2065 | PairCorr |
| 0.88 | OTCKX | Mfs Mid Cap | PairCorr |
| 1.0 | BRKTX | Mfs Blended Research | PairCorr |
The ability to find closely correlated positions to Mfs Blended could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Mfs Blended when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Mfs Blended - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Mfs Blended Research to buy it.
The correlation of Mfs Blended is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Mfs Blended moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mfs Blended Research moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Mfs Blended can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Mfs Blended Research. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Mfs Blended Research information on this page should be used as a complementary analysis to other Mfs Blended's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.