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MNWBX
Mutual Fund ticker: NASDAQ
AS OF
Jul 7 closing price
Price
$12.57
Change
-$0.04 (-0.32%)
Net Assets
35.6M

MNWBX MFS Managed Wealth B Forecast, Technical & Fundamental Analysis

The investment seeks total return... Show more

Category: #Long-Short
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A.I.Advisor
published Highlights

Industry description

The investment seeks total return. The fund seeks to achieve the fund's objective by generating returns from (1) a strategic allocation to three MFS equity funds, referred to as underlying funds, and (2) a tactical asset allocation overlay primarily using derivative instruments to seek to decrease the volatility of the fund's returns by reducing the fund's exposure to the equity and/or currency markets as represented by the underlying funds and also to potentially expose the fund to asset classes and/or markets in which the underlying funds have little or no exposure.
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A.I. Advisor
published General Information

General Information

Category LongShort

Profile
Fundamentals
Details
Category
Equity Market Neutral
Address
MFS SERIES TRUST X111 HUNTINGTON AVENUE 24TH FLOORBoston
Phone
18006372929
Web
http://www.mfs.com
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MNWBX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MNWBX has been closely correlated with MNWIX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if MNWBX jumps, then MNWIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MNWBX
1D Price
Change %
MNWBX100%
+0.32%
MNWIX - MNWBX
97%
Closely correlated
+0.30%
GONIX - MNWBX
34%
Loosely correlated
+0.13%
BDMCX - MNWBX
15%
Poorly correlated
+0.31%
BGCKX - MNWBX
14%
Poorly correlated
+0.27%
BDMAX - MNWBX
14%
Poorly correlated
+0.28%
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