Mfs Managed is trading at 12.05 as of the 12th of December 2024; that is 0.08% up since the beginning of the trading day. The fund's open price was 12.04. Mfs Managed has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 12th of November 2024 and ending today, the 12th 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
Mfs Managed Wealth [MNWRX] is traded in USA and was established 12th 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 30.02 M in assets with no minimum investment requirementsMfs Managed Wealth is currently producing year-to-date (YTD) return of 6.9%, while the total return for the last 3 years was 2.55%.
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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.
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.