MENU
OUR PRODUCTS
MOBILE APPS
GENERAL INFO
Help
© 2013-2025 All rights reserved. Tickeron Inc.
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
33982204.00
Manager Tenure
N/A

Fundamentals

MNWIX
Net Assets
34M
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
25.8M
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
1.766
Annual Yield % from dividends
1.11
Returns for 1 year
4.51
Returns for 3 years
15.28
Returns for 5 years
12.50
Returns for 10 years
28.53
View a ticker or compare two or three
GO
VS
Compare
VS
Compare
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

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