MNWAX Stock: MFS Managed Wealth Fund - Class A Stock Price, Analysis & Insights
Get live MNWAX stock price $13.30, comprehensive MFS Managed Wealth Fund - Class A stock analysis, charts, news, and expert forecast. Real-time MNWAX stock data and investment insights.
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MFS Managed Wealth Fund - Class A (MNWAX) Overview
MFS Managed Wealth Fund - Class A (MNWAX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, MNWAX trades at $13.30 with a market capitalization of 35.32M . Over the past 52 weeks, MNWAX has traded between $12.70 and $13.51 , with the current price positioned at approximately 74% of this range . T...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 35.32M
- Current price: $13.30
- 52-week range: $12.70 - $13.51
- P/E ratio: 21.53
Investment Score
A systematic tri-factor framework that integrates valuation, business quality, and market momentum into one investment signal. This helps investors triage opportunities faster, while surfacing risk regimes that may require tighter position sizing or deeper due diligence.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
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 as...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Address
- MFS SERIES TRUST X
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Growth-oriented company with premium valuation (P/E: 21.5)
✓ Lower volatility stock (Beta: 0.25) may provide portfolio stability
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for MFS Managed Wealth Fund - Class A shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for MFS Managed Wealth Fund - Class A
- ⚠Investors should consider how MFS Managed Wealth Fund - Class A fits within their overall portfolio allocation
Market Cap
35.32M
P/E Ratio (TTM)
21.53
Beta
0.25
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.