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MNWIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

MFS Managed Wealth I (MNWIX) Ownership - Who owns MFS Managed Wealth I?

The investment seeks total return... Show more

Category: #Long-Short

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Category

Equity Market Neutral

Address

MFS SERIES TRUST X111 HUNTINGTON AVENUE 24TH FLOORBoston

Phone

18006372929

Web

http://www.mfs.com

Details

Group

Alternative Funds

Category

Long-Short

Total Expense Ratio

1.18

Min. Initial Investment

N/A

Fund Existence

almost 11 years

Turnover

6.00

Front Load

N/A

Net Assets

33882160.00

Manager Tenure

N/A

Fundamentals

MNWIX

Net Assets

33.9M

Fund Existence

almost 11 years

Turnover

6.00

Total Expense Ratio

1.18

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

0

Min. Initial Investment IRA

N/A

Morningstar Category

Equity Market Neutral

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.54

Assets in Top Ten Holdings

14.3M

Average Credit Quality

N/A

Average Effective Duration

0.36

Average Effective Maturity

0.37

Fund of Funds

Yes

Fund Share Class Net Assets

25.4M

Fund Type

OpenEnd

Index Fund

No

Management Fee

0.35

Modified Duration

0.36

No Load Fund

Yes

Number of Long Holdings

8.00

Number of Net Holdings

14.00

Number of Short Holdings

6.00

Prospectus Acquired Expense Ratio

0.49

Weighting Top Ten Holdings

145.82%

Gain YTD

2.247

Annual Yield % from dividends

1.11

Returns for 1 year

4.41

Returns for 3 years

15.00

Returns for 5 years

15.53

Returns for 10 years

29.77

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General Information

Category LongShort

Profile

Fundamentals

Details

Category

Equity Market Neutral

Address

MFS SERIES TRUST X111 HUNTINGTON AVENUE 24TH FLOORBoston

Phone

18006372929

Web

http://www.mfs.com