Nasdaq - Delayed Quote USD

MFS Managed Wealth R4 (MNWUX)

12.96
-0.01
(-0.08%)
At close: May 23 at 8:01:40 PM EDT
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  • Previous Close 12.97
  • YTD Return 2.89%
  • Expense Ratio 1.18%
  • Category Equity Market Neutral
  • Last Cap Gain 15.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 34.26M
  • Beta (5Y Monthly) 0.16
  • Yield 1.14%
  • 5y Average Return --
  • Holdings Turnover 6.00%
  • Last Dividend 0.15
  • Inception Date Jun 27, 2014

The fund seeks to achieve the fund's objective by generating returns from (1) a strategic allocation to three MFS equity funds, referred to as underlying funds, and (2) a tactical asset allocation overlay primarily using derivative instruments to seek to decrease the volatility of the fund's returns by reducing the fund's exposure to the equity and/or currency markets as represented by the underlying funds and also to potentially expose the fund to asset classes and/or markets in which the underlying funds have little or no exposure.

MFS

Fund Family

Equity Market Neutral

Fund Category

34.26M

Net Assets

2014-06-27

Inception Date

More about MFS Managed Wealth R4

Performance Overview: MNWUX

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Trailing returns as of 5/23/2025. Category is Equity Market Neutral.

YTD Return

MNWUX
2.89%
Category
3.32%
 

1-Year Return

MNWUX
5.97%
Category
1.15%
 

3-Year Return

MNWUX
5.42%
Category
0.31%
 

5-Year Return

MNWUX
2.69%
Category
0.15%
 

Holdings: MNWUX

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Sector Weightings

SectorMNWUX
Financial Services   21.65%
Technology   18.94%
Industrials   14.57%
Healthcare   12.14%
Consumer Cyclical   7.94%
Communication Services   6.52%
Consumer Defensive   6.31%
Utilities   3.91%
Basic Materials   3.58%
Energy   3.51%
Real Estate   0.92%
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Recent News: MNWUX

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Research Reports: MNWUX

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