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 $26.1M in net assets. MNWIX expense ratio is 1.14%, holding 19 positions across various sectors. Inception date: 2014-06-27.
MNWIX performance shows a YTD return of 3.30%. The 1-year return is 4.62% and the 5-year return is 4.14%. 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 Class R6 (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.