Mutual Funds - Profile

MFS Managed Wealth Fund

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Rank

Universe Rank

Summary

Price

  • Last Close
  • $11.6
    -0.02
  • 52 Week HL
  • $11.68 - $11.3
  • Net Assets
  • $131 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Top 10 Holdings
Mar 25, 2021

Company Holding
MFS Value
MFS Growth
MFS Institutional
US Treasury
US Treasury
Company Holding
US Treasury
US Treasury
Russell 1000
Mini MSCI
Russell 1000
Total 0%

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
1.1 % YTD

  • 3 Year
  • 12.46%
  • 5 Year
  • 21.35%
  • Best
  • 8.12%
    2019
  • Worst
  • -0.96%
    2016

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
MNWIX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 21%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -1.5% 1.5% 4% 1.7% 2.4% -0.4% 1.4% - - - -
Q2 1.2% 2.1% 2.8% 1.2% 3.1% 0.5% 0.2% - - - -
Q3 1.7% 0.5% 0.5% 1.1% 0.4% 0.4% -2.1% -0.6% - - -
Q4 - -1.3% 0.5% -1.6% 0.5% -1.5% 1.8% 1.2% - - -

Returns +
M

J F M A M J J A S O N D
2021 -1.3% -0.5% 0.4% 1.1% 0.5% -0.4% 0.9% 0.7% 0.1% -0.3% - -
2020 1% - 0.5% 1.8% -0.4% 0.7% 0.8% -0.5% 0.3% -1% 0.2% -0.4%

Annual Return

Index Comparison

Alpha

NAV