MNWAX Mutual Fund

MNWAX Mutual Fund (MFS Managed Wealth Fund Class A) is managed by MFS Investment Management with $4.2M in net assets. MNWAX expense ratio is 1.39%, holding 13 positions across sectors including Financials. Inception date: 2014-06-27.

MNWAX performance shows a YTD return of 2.84%. The 1-year return is 4.52% and the 5-year return is 3.95%. MNWAX dividend yield stands at 0.55%, paid annually.

MNWAX top holdings include Mfs Institutional International Equity Fund (31.2%), Mfs Value Fund (31.1%), Mfs Growth Fund Class R6 (28.9%), Mfs Institutional Money Market Portfolio (6.1%), Treasury Note (Otr) 4.5% Mar 31, 2026 (0.9%). 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.