Summary
- Previous Close
- $13.70
- Open
- $13.65
- Day's Range
- $13.65 – $13.65
- 52 Week Range
- $12.70 – $13.93
- Volume
- 0
- Avg. Volume
- --
- Market Cap
- $33.39M
- Beta (5Y Monthly)
- 0.25
- PE Ratio (TTM)
- --
- EPS (TTM)
- --
- Earnings Date
- --
- Forward Dividend & Yield
- $0.08 (0.55%)
- Ex-Dividend Date
- Dec 23, 2025
- 1y Target Est
- --
Profile: MFS Managed Wealth Fund - Class A
- Sector
- Financial Services
- Industry
- Asset Management
- Full-time employees
- --
- CEO
- --
The fund's primary objective is to generate comprehensive total returns. Its strategy involves two key components: first, a deliberate allocation of assets to three specific MFS equity funds, known as underlying funds. Second, it employs a dynamic asset allocation overlay, primarily using derivative financial instruments.