| Fund Inception | 09/15/2015 |
| Name of Issuer | MFS |
| Fund Advisor(s) | Massachusetts Financial Services Company |
| Sub-Advisor(s) | -- |
Fund Managers for BRUDX
Jonathan Sage
Portfolio Manager since 09/15/2015
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.
James Fallon
Portfolio Manager since 09/15/2015
As a Quantitative Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., .
- Joined MFS in 1999; previous positions include Equity Quantitative Research Analyst; Equity Research Associate;
- Previous experience includes 1 year as Mutual Fund Custody Accountant at Investors Bank & Trust; 1 year as Financial Analyst at Bardon Trimount;.
- Affiliations include CFA Institute, CFA Society of Boston,.
- Boston University, MBA
- University of New Hampshire, BA
John (Jed) Stocks
Portfolio Manager since 09/15/2015
- Quantitative Portfolio Manager
- Investment Officer
- As a Quantitative Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., .
- Joined MFS in 1999; previous positions include Quantitative Research Analyst; Quantitative Research Associate; Teleservices Representative;.
- John re-joined the firm in 2001. His original start date was February 1999.
- Affiliations include CFA Institute, CFA Society of Boston,.
- Lehigh University, BS
Matthew Krummell
Portfolio Manager since 09/15/2015
- As a Quantitative Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., .
- Joined MFS in 2001.
- Previous experience includes 3 years as Analyst at Pioneer Investments; 2 years as Assistant Vice President at Putnam Investments; 3 years as Associate at Mellon Capital Management;.
- Affiliations include CFA Institute, CFA Society of Boston,.
- University of Chicago, MBA
- University of California, Berkeley, BA, Phi Beta Kappa