Mfs Managed Wealth Fund Quote

MNWBX Fund  USD 12.18  0.02  0.16%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 20

 
High
 
Low
Low
Mfs Managed is trading at 12.18 as of the 1st of February 2025; that is 0.16 percent decrease since the beginning of the trading day. The fund's open price was 12.2. Mfs Managed has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 2nd of January 2025 and ending today, the 1st of February 2025. Click here to learn more.
MFS seeks to achieve the funds objective by generating returns from a strategic allocation to three MFS equity funds, referred to as underlying funds, and a tactical asset allocation overlay primarily using derivative instruments to seek to decrease the volatility of the funds returns by reducing the funds exposure to the equity andor currency markets as represented by the underlying funds and also to potentially expose the fund to asset classes andor markets in which the underlying funds have little or no exposure. More on Mfs Managed Wealth

Mfs Mutual Fund Highlights

Fund ConcentrationInvesco Funds, Large Blend Funds, Equity Market Neutral Funds, Equity Market Neutral, Invesco, Large Growth, Long-Short Equity (View all Sectors)
Update Date31st of December 2024
Mfs Managed Wealth [MNWBX] is traded in USA and was established 1st of February 2025. Mfs Managed is listed under Invesco category by Fama And French industry classification. The fund is listed under Equity Market Neutral category and is part of Invesco family. This fund now has accumulated 57.72 M in assets with no minimum investment requirementsMfs Managed Wealth is currently producing year-to-date (YTD) return of 2.52% with the current yeild of 0.0%, while the total return for the last 3 years was 3.44%.
Check Mfs Managed Probability Of Bankruptcy

Instrument Allocation

Top Mfs Managed Wealth Mutual Fund Constituents

LINLinde plc OrdinaryStockMaterials
MEIKXMfs Value FundMutual FundLarge Value
MFEKXMfs Growth FundMutual FundLarge Growth
MIEIXMfs Institutional InternationalMutual FundForeign Large Blend
TEVATeva Pharma IndustriesStockHealth Care
BHPLFBHP Group LimitedPink SheetOther Industrial Metals & Mining
RYAAYRyanair Holdings PLCStockIndustrials
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Mfs Managed Wealth Risk Profiles

Mfs Managed Against Markets

Other Information on Investing in Mfs Mutual Fund

Mfs Managed financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Managed security.
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