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MFS Managed Wealth I MNWIX

Quantitative rating as of
  • NAV / 1-Day Return 11.40  /  0.26 %
  • Total Assets 88.7 Mil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 1.140%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.70%
  • Turnover 19%

Morningstar’s Analysis MNWIX

Will MNWIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong management team and sound investment process underpin MFS Managed Wealth I's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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