Mfs Managed is trading at 13.06 as of the 19th of June 2025; that is 0.15 percent decrease since the beginning of the trading day. The fund's open price was 13.08. 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 21st of March 2025 and ending today, the 19th of June 2025. Click here to learn more.
The fund 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 Managed Wealth [MNWIX] is traded in USA and was established 19th of June 2025. Mfs Managed is listed under MFS category by Fama And French industry classification. The fund is listed under Equity Market Neutral category and is part of MFS family. This fund now has accumulated 30.02 M in assets with no minimum investment requirementsMfs Managed Wealth is currently producing year-to-date (YTD) return of 4.74% with the current yeild of 0.01%, while the total return for the last 3 years was 5.8%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Managed Wealth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
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.