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MNWTX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

MFS Managed Wealth R3 (MNWTX) Ownership - Who owns MFS Managed Wealth R3?

Category: @Long-Short

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
N/A
Min. Initial Investment
N/A
Fund Existence
over 10 years
Turnover
19.00
Front Load
N/A
Net Assets
32854348.00
Manager Tenure
N/A

Fundamentals

MNWTX
Net Assets
32.9M
Fund Existence
over 10 years
Turnover
19.00
Total Expense Ratio
N/A
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
N/A
Assets in Top Ten Holdings
14.3M
Average Credit Quality
N/A
Average Effective Duration
0.24
Average Effective Maturity
0.25
Fund of Funds
No
Fund Share Class Net Assets
66.1K
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
0.25
No Load Fund
No
Number of Long Holdings
8.00
Number of Net Holdings
N/A
Number of Short Holdings
6.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
6.017
Annual Yield % from dividends
0.59
Returns for 1 year
6.40
Returns for 3 years
8.94
Returns for 5 years
13.17
Returns for 10 years
28.50
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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