Mfs Managed Wealth Fund Quote

MNWAX Fund  USD 12.73  0.01  0.08%   

Performance

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Odds Of Distress

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Mfs Managed is trading at 12.73 as of the 11th of December 2024; that is 0.08% down since the beginning of the trading day. The fund's open price was 12.74. Mfs Managed has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of December 2022 and ending today, the 11th of December 2024. Click here to learn more.
The fund seeks to achieve the funds objective by generating returns from a strategic allocation to three MFS equity funds, referred to as underlying funds, and a tactical asset allocation overlay primarily using derivative instruments to seek to decrease the volatility of the funds returns by reducing the funds exposure to the equity andor currency markets as represented by the underlying funds and also to potentially expose the fund to asset classes andor markets in which the underlying funds have little or no exposure.. More on Mfs Managed Wealth

Moving together with Mfs Mutual Fund

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Mfs Mutual Fund Highlights

Fund ConcentrationMFS Funds, Large Blend Funds, Equity Market Neutral Funds, Equity Market Neutral, MFS (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of September 2022
Fiscal Year EndMay
Mfs Managed Wealth [MNWAX] is traded in USA and was established 11th of December 2024. Mfs Managed is listed under MFS category by Fama And French industry classification. The fund is listed under Equity Market Neutral category and is part of MFS family. This fund now has accumulated 57 M in assets with minimum initial investment of 1 K. Mfs Managed Wealth is currently producing year-to-date (YTD) return of 7.76% with the current yeild of 0.0%, while the total return for the last 3 years was 3.36%.
Check Mfs Managed Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Managed Wealth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Mfs Managed Wealth Mutual Fund Constituents

TEVATeva Pharma IndustriesStockHealth Care
RGAReinsurance Group ofStockFinancials
MEIKXMfs Value FundMutual FundLarge Value
MFEKXMfs Growth FundMutual FundLarge Growth
MIEIXMfs Institutional InternationalMutual FundForeign Large Blend
LINLinde plc OrdinaryStockMaterials
BHPLFBHP Group LimitedPink SheetOther Industrial Metals & Mining
RYAAYRyanair Holdings PLCStockIndustrials
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Mfs Managed Wealth Risk Profiles

Mfs Managed Against Markets

Other Information on Investing in Mfs Mutual Fund

Mfs Managed financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Managed security.
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