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MFS Managed Wealth A (MNWAX)

12.22 0.00 (0.00%)
At close: 8:05 AM EDT
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  • Previous Close 12.22
  • YTD Return 4.13%
  • Expense Ratio 2.17%
  • Category Equity Market Neutral
  • Last Cap Gain 3.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 39.71M
  • Beta (5Y Monthly) 0.13
  • Yield 0.46%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.06
  • Inception Date Jun 27, 2014

MFS seeks to achieve the fund's objective by generating returns from (1) a strategic allocation to three MFS equity funds, referred to as underlying funds, and (2) a tactical asset allocation overlay primarily using derivative instruments to seek to decrease the volatility of the fund's returns by reducing the fund's exposure to the equity and/or currency markets as represented by the underlying funds and also to potentially expose the fund to asset classes and/or markets in which the underlying funds have little or no exposure.

MFS

Fund Family

Equity Market Neutral

Fund Category

39.71M

Net Assets

2014-06-27

Inception Date

More about MFS Managed Wealth A

Performance Overview: MNWAX

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Trailing returns as of 4/18/2024. Category is Equity Market Neutral.

YTD Return

MNWAX
4.13%
Category
3.32%
 

1-Year Return

MNWAX
8.85%
Category
1.15%
 

3-Year Return

MNWAX
3.17%
Category
0.31%
 

5-Year Return

MNWAX
3.07%
Category
0.15%
 

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Holdings: MNWAX

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Top 3 Holdings (93.87% of Total Assets)

SymbolCompany% Assets
MFEKX
MFS Growth R6 32.03%
MEIKX
MFS Value R6 30.94%
MIEIX
MFS International Equity Fund 30.91%

Sector Weightings

SectorMNWAX
Technology   21.27%
Financial Services   17.83%
Industrials   15.01%
Healthcare   13.53%
Consumer Cyclical   8.32%
Consumer Defensive   6.28%
Communication Services   5.95%
Basic Materials   5.11%
Energy   2.83%
Utilities   2.77%
Real Estate   1.07%
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