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MNWBX MFS Managed Wealth B

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Fund MNWBX MFS Managed Wealth B SPXH Janus Velocity Volatility Hdgd Lg Cp ETF  
100% 86%
Annual Fees
(2.21% Exp. Ratio)
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.87% annual return
$15,989.17 $25,243.98
Est. savings over 30 yrs +$9,254.81
As of 10/31/16
1 YR RETURN -1.69%
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.47%
3 YR 3.94%
5 YR --
10 YR --
The investment seeks total return. MFS 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. In addition, MFS may seek to limit the fund's exposure to certain extreme market events.
The investment seeks investment results that correspond generally, before fees and expenses, to the performance of its underlying index, the VelocityShares Volatility Hedged Large Cap Index. The fund will seek to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in underlying index ETFs. The underlying index consists of an 85% allocation to the Underlying Large Cap ETFs (split evenly between each Underlying Large Cap ETF) and a 15% allocation to the Underlying Volatility ETFs (such allocation being the "Volatility Component"). The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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