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MNWZX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

MFS Managed Wealth R6 (MNWZX) Ownership - Who owns MFS Managed Wealth R6?

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

1.15

Min. Initial Investment

N/A

Fund Existence

over 7 years

Turnover

6.00

Front Load

N/A

Net Assets

33222234.00

Manager Tenure

N/A

Fundamentals

MNWZX

Net Assets

33.2M

Fund Existence

over 7 years

Turnover

6.00

Total Expense Ratio

1.15

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

1.47

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

2.77M

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

1.446

Annual Yield % from dividends

1.21

Returns for 1 year

3.95

Returns for 3 years

14.10

Returns for 5 years

14.94

Returns for 10 years

N/A

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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