MNWAX : MFS Managed Wealth Fund Class A

MNWAX is a Alternatives Market Short with LOW fees.

MNWAX

MFS Managed Wealth Fund Class A

FI Score

54 /100

Expense Ratio Rating

9 /10

Expense Rating

3 /10

Market Score

6 /10

Category Score

0 /10

Market Size

6 /10

54% FI Score
  • mnwax
  • Mutual Fund
  • Alternatives
  • Short

MFS Managed Wealth Fund Class A

Expenses: 0.71% (Better than 1% of similar funds)

This is an OK choice for a Short Alternatives fund. See why ยป

Fund Summary

The investment seeks total return. 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. In addition, MFS may seek to limit the fund's exposure to certain extreme market events.

Largest Holdings

Amount Holding
30.76% MFS Growth R6
30.07% MFS Instl International Equity
29.98% MFS Value R6
0.22% United States Treasury Notes 2.63%
0.22% United States Treasury Notes 1.13%

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