Nasdaq - Delayed Quote • USD
MFS Managed Wealth B (MNWBX)
As of 8:05 AM EDT. Market Open.
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11.67 - YTD Return 3.99%
- 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 0.00%
- 5y Average Return --
- Holdings Turnover 19.00%
- Last Dividend 0.02
- 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
Performance Overview: MNWBX
Trailing returns as of 4/24/2024. Category is Equity Market Neutral.
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Holdings: MNWBX
Top 3 Holdings (93.87% of Total Assets)
Sector Weightings
SectorMNWBX
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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