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

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.

MFS Managed Wealth R4

BOSTON MA 02199
111 HUNTINGTON AVENUE 24TH FLOOR
18006372929

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 Operations

Last Dividend 0.15
Last Cap Gain 15.00
Holdings Turnover 6.00%
Average for Category --

Fees & Expenses

Expense MNWUX Category Average
Annual Report Expense Ratio (net) 1.18% 2.30%
Prospectus Net Expense Ratio 1.18% --
Prospectus Gross Expense Ratio 1.54% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.18%
Max Deferred Sales Load -- 1.00%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Robert M. Almeida, Lead Manager since June 27, 2014
Robert M. Almeida Jr. is an investment officer and institutional portfolio manager at MFS Investment Management® (MFS®). He serves as a member of the US Equity Growth team, participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. He also serves as a portfolio manager on an alternative strategy run by a committee of MFS portfolio managers. Rob joined MFS in 1999 and most recently served as an institutional portfolio manager for the Fixed Income Department from 2007 through 2009. Before joining the firm in 1999, he worked at Putnam Investments, focusing on the firm's efforts in Japan. Rob is a graduate of the University of Massachusetts at Amherst, and earned his Master of Science degree in Finance from the Sawyer School of Management at Suffolk University. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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