MNWBX Mutual Fund

MNWBX Mutual Fund

NAV$12.91
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Fund Essentials - as of May 31, 2026

Net Assets
$70,272.95
Expense Ratio
2.14%
Dividend Yield (Current)
-
Holdings
13
Inception Date
Jun 27, 2014
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+2.44%
1 Year+3.67%
3 Year+5.75%
5 Year+3.15%
10 Year+2.98%

Asset Allocation

Bonds: 2.16%
Cash: 6.25%
Other: 91.58%
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Top Holdings

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TickerNameWeight
-Other34.04%
MIEIXMfs Institutional International Equity Fund30.83%
MFEKXMfs Growth Fund30.81%
MEIKXMfs Value Fund30.11%
-Mfs Institutional Money Market Short Term Vehicle Frb6.29%
Top 10 Concentration: 140.29%Report Date: May 31, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MNWBX Mutual Fund Overview

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 2.14%, holding 13 positions across various sectors. Inception date: 2014-06-27.

MNWBX performance shows a YTD return of 2.44%. The 1-year return is 3.67% and the 5-year return is 3.15%.

MNWBX top holdings include Other (34.0%), Mfs Institutional International Equity Fund (30.8%), Mfs Growth Fund (30.8%), Mfs Value Fund (30.1%), Mfs Institutional Money Market Short Term Vehicle Frb (6.3%). 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.