MNWAX Mutual Fund
MNWAX Mutual Fund
MNWAX Mutual Fund
MFS Managed Wealth Fund Class A
MNWAX Mutual Fund Overview
MNWAX Mutual Fund (MFS Managed Wealth Fund Class A) is managed by MFS Investment Management with $3.2M in net assets. MNWAX expense ratio is 1.39%, holding 19 positions across various sectors. Inception date: 2014-06-27.
MNWAX performance shows a YTD return of 3.07%. The 1-year return is 4.27% and the 5-year return is 3.89%. MNWAX dividend yield stands at 0.55%, paid annually.
MNWAX top holdings include Other (34.0%), Mfs Institutional International Equity Fund (30.8%), Mfs Growth Fund Class R6 (30.8%), Mfs Value Fund (30.1%), Mfs Institutional Money Market Short Term Vehicle Frb (6.3%). Go to all MNWAX holdings, MNWAX sectors, or MNWAX dividends.
MNWAX can be compared against other funds. Use MNWAX overlap to find shared positions, or MNWAX vs another fund for a side-by-side view. MNWAX alternatives are available via the screener, along with tax-loss harvesting opportunities.