MNWIX Mutual Fund
MNWIX Mutual Fund
MNWIX Mutual Fund
MFS Managed Wealth Fund Class I
MNWIX Mutual Fund Overview
MNWIX Mutual Fund (MFS Managed Wealth Fund Class I) is managed by MFS Investment Management with $26.5M in net assets. MNWIX expense ratio is 1.14%, holding 13 positions across sectors including Financials. Inception date: 2014-06-27.
MNWIX performance shows a YTD return of 3.00%. The 1-year return is 4.71% and the 5-year return is 4.20%. MNWIX dividend yield stands at 0.73%, paid annually.
MNWIX 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 MNWIX holdings, MNWIX sectors, or MNWIX dividends.
MNWIX can be compared against other funds. Use MNWIX overlap to find shared positions, or MNWIX vs another fund for a side-by-side view. MNWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.