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MRNTX MFS Absolute Return R3

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Fund MRNTX MFS Absolute Return R3 EXCPX Manning & Napier Unconstrained Bond S  
100% 85%
Annual Fees
(1.15% Exp. Ratio)
(0.77% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.83% annual return
$12,183.29 $13,669.54
Est. savings over 30 yrs +$1,486.26
As of 9/30/16
1 YR RETURN 3.73%
3 YR 0.12%
5 YR 0.36%
10 YR --
1 YR RETURN 4.01%
3 YR 2.61%
5 YR 3.87%
10 YR 5.32%
The investment seeks total return. The fund seeks to achieve the fund's objective by generating returns from a combination of (1) individual security selection of primarily debt instruments and (2) a tactical asset allocation overlay primarily using derivative instruments to manage the fund's exposure to asset classes, markets and currencies. Derivatives include futures, forward contracts, options, structured securities, and swaps.
The investment seeks to provide long-term total return, and its secondary objective is to provide preservation of capital. The fund will invest, under normal circumstances, at least 80% of its net assets in bonds and other financial instruments, principally derivative instruments and exchange-traded funds (ETFs), with economic characteristics similar to bonds. It may invest up to 50% of its assets in below investment grade securities (also referred to as "high yield bonds" or "junk bonds") and may invest up to 50% of its assets in non-U.S. dollar denominated securities, including securities issued by companies located in emerging markets.

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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.

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