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MFS Managed Wealth Fund

MNWTX:US
NASDAQ GM
10.37
USD
0.01
0.10%
As of 4/20/2018
Fund Type
Open-End Fund
52Wk Range
9.87 - 10.43
1 Yr Return
5.82%
YTD Return
1.97%
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Previous Close
10.38
52Wk Range
9.87 - 10.43
1 Yr Return
5.82%
YTD Return
1.97%
Fund Type
Open-End Fund
Objective
Market Neutral
Asset Class Focus
Alternative
Geographic Focus
Global
NAV (on 04/20/2018)
10.37
Total Assets (m USD) (on 09/29/2017)
23.000
Inception Date
06/27/2014
Last Dividend (on 12/27/2017)
0.0732
Dividend Indicated Gross Yield
0.71%
Fund Managers
JAMES T SWANSON / MICHAEL WILLIAM ROBERGE "MIKE"
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.35%
Expense Ratio
0.91%
Profile
MFS Managed Wealth Fund seeks total return by using a strategic fund allocation approach by using three MFS equity funds, and a tactical allocation approach using derivative instruments to seek to decrease the volatility of the Fund's returns.
Address
MFS Funds
500 Boylston Street
Boston, MA 02116
Phone
1-617-954-5000