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

Performance Overview

Morningstar Return Rating --
YTD Return 4.18%
5y Average Return 2.97%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (May 23, 2025) 8.81%
Worst 1Y Total Return (May 23, 2025) --
Best 3Y Total Return 8.81%
Worst 3Y Total Return 0.75%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MNWUX
Category
YTD
2.89%
3.32%
1-Month
0.79%
-0.91%
3-Month
0.31%
-0.12%
1-Year
5.97%
1.15%
3-Year
5.42%
-0.31%
5-Year
2.69%
0.15%
10-Year
3.27%
0.11%
Last Bull Market
4.34%
1.54%
Last Bear Market
-0.80%
-2.16%

Annual Total Return (%) History

Year
MNWUX
Category
2025
--
--
2024
6.39%
--
2023
5.40%
--
2022
-2.13%
--
2021
1.36%
--
2020
3.07%
-5.26%
2019
8.81%
0.06%
2018
2.00%
-0.26%

2017
6.73%
3.40%
2016
-0.96%
0.90%
2015
1.28%
1.76%
2014
--
2.66%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.09% -- -- --
2024 4.14% 1.14% 2.49% -1.44%
2023 0.62% 1.84% 0.00% 2.86%
2022 -3.26% -0.80% -0.89% 2.91%
2021 -1.48% 1.32% 0.61% 0.92%
2020 1.43% 2.20% 0.52% -1.08%
2019 4.06% 2.88% 0.45% 1.17%
2018 1.57% 0.97% 0.96% -1.48%
2017 2.39% 3.14% 0.39% 0.67%
2016 -0.40% 0.40% 0.50% -1.45%

2015 1.40% 0.20% -2.07% 1.79%
2014 -0.60% 1.17% -- --

Rank in Category (By Total Return)

YTD 57
1-Month 41
3-Month 61
1-Year 57
3-Year 52
5-Year 72

Load Adjusted Returns

1-Year 5.97%
3-Year 5.42%
5-Year 2.69%
10-Year 3.27%

Performance & Risk

YTD Return 4.18%
5y Average Return 2.97%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.16
Morningstar Risk Rating

Fund Overview

Category Equity Market Neutral
Fund Family MFS
Net Assets 34.26M
YTD Return 2.89%
Yield 1.14%
Morningstar Rating
Inception Date Jun 27, 2014

Fund Summary

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.

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