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Mfs Managed Wealth Fund - Class A: (MF: MNWAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:48 PM ET

$12.95 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.00 63
3 months 0.63 55
6 months 0.94 74
1 Year 4.48 89
3 Year 6.47 95
5 Year 3.84 87
10 Year 3.76 98

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 1.65
5 Year 2.30
10 Year 3.01
Since Inception 2.77

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.08 4.08 0.75 0.41
2024 4.13 1.05 2.40 -1.54
2023 0.61 1.75 -0.08 2.82
2022 -3.27 -0.80 -0.98 2.81
2021 -1.48 1.23 0.61 0.78

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.007.496.095.18-2.321.132.848.671.946.67-1.15
% Total Return Rel to Index -1.45-10.72-18.92-21.0615.87-27.55-15.55-22.816.33-15.12-13.09
% Total Return Rel to Peer -1.52-5.21-13.29-17.8117.37-20.92-17.07-19.758.80-14.00-8.97
% Perf Quintile vs Peer* 4.004.000.005.001.005.005.005.001.005.005.00
% Dividends 0.000.070.110.050.000.000.010.050.030.080.00
% Yield 0.000.530.850.590.000.000.140.460.340.750.00
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.25
Expense Ratio 0.000.920.930.930.920.880.740.710.750.830.84

* 1 = Top 20%, 5 = Bottom 20%