MNWRX - MFS Managed Wealth Fund Class R1

Nasdaq - Nasdaq Delayed Price. Currency in USD

MFS Managed Wealth Fund Class R1




Management Information
Robert M. Almeida,Lead Manager since June 26, 2014
Robert M. Almeida Jr. is an investment officer and institutional portfolio manager at MFS Investment Management® (MFS®). He serves as a member of the US Equity Growth team, participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. He also serves as a portfolio manager on an alternative strategy run by a committee of MFS portfolio managers. Rob joined MFS in 1999 and most recently served as an institutional portfolio manager for the Fixed Income Department from 2007 through 2009. Before joining the firm in 1999, he worked at Putnam Investments, focusing on the firm's efforts in Japan. Rob is a graduate of the University of Massachusetts at Amherst, and earned his Master of Science degree in Finance from the Sawyer School of Management at Suffolk University. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLong-Short Equity
Fund FamilyMFS
Net Assets41.36M
YTD Return6.42%
Morningstar Rating★★★
Inception DateJun 26, 2014

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover18.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMNWRXCategory Average
Annual Report Expense Ratio (net)2.18%2.14%
Prospectus Net Expense Ratio2.18%N/A
Prospectus Gross Expense Ratio3.00%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/A5.34%
Max Deferred Sales LoadN/A1.10%
3 Yr Expense Projection850N/A
5 Yr Expense Projection1,505N/A
10 Yr Expense Projection3,260N/A