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MFS Managed Wealth A (MNWAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.54-0.01 (-0.08%)
As of 08:05AM EDT. Market open.

MFS Managed Wealth A




Management information
Michael W. Roberge,Lead manager since 26 June 2014
Joined MFS in 1996 as a Fixed Income Research Analyst; named Portfolio Manager in 1997; promoted to Associate Director of Fixed Income Research in 2000; promoted to Director of Fixed Income Research in 2002; promoted to Chief Fixed Income Officer and Director of Fixed Income Portfolio Management in 2004; named Chief Investment Officer U.S. Investments and Co-Director of Global Research in 2006 Previous experience includes: one year as a Senior Municipal Analyst and Associate Portfolio Manager for Colonial Management Associates, and four years as a Municipal Bond Analyst for Moody’s Investors Service Affiliation(s): CFA Institute; National Federation of Municipal Analysts; Boston Municipal Analysts Forum; Boston Securities Analysts Society, Inc. Hofstra University, MBA, with distinction Bemidji State University, BS, summa cum laude
Morningstar style box
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryEquity Market Neutral
Fund familyMFS
Net assets38.86M
YTD return5.23%
Morningstar rating★★★
Inception date1 Oct 2017

Fund operations

Last dividend0.06
Last cap gain3.00
Holdings turnover19.00%
Average for categoryN/A

Fees and expenses

ExpenseMNWAXCategory average
Annual report expense ratio (net)1.42%2.30%
Prospectus net expense ratio1.42%N/A
Prospectus gross expense ratio1.52%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.00%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A