MNWIX Mutual Fund

MNWIX Mutual Fund (MFS Managed Wealth Fund Class I) is managed by MFS Investment Management with $26.2M in net assets. MNWIX expense ratio is 1.14%, holding 13 positions across various sectors. 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 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 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.