MNWBX Mutual Fund

MNWBX Mutual Fund (MFS Managed Wealth Fund Class B) is managed by MFS Investment Management with $70,272.95 in net assets. MNWBX expense ratio is 2.13%, holding 16 positions across sectors including Financials. Inception date: 2014-06-27.

MNWBX performance shows a YTD return of 1.42%. The 1-year return is 2.38% and the 5-year return is 2.94%.

MNWBX top holdings include Mfs Institutional International Equity Fund (44.0%), Mfs Value Fund (43.4%), Mfs Growth Fund Class R6 (43.4%), Currency Cash Cash_USD (11.7%), Treasury Note (Otr) 3.5% Sep 30, 2026 (1.5%). Go to all MNWBX holdings, MNWBX sectors, or MNWBX dividends.

MNWBX can be compared against other funds. Use MNWBX overlap to find shared positions, or MNWBX vs another fund for a side-by-side view. MNWBX alternatives are available via the screener, along with tax-loss harvesting opportunities.