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 1.13%, holding 16 positions across sectors including Financials. Inception date: 2014-06-27.
MNWIX performance shows a YTD return of 2.17%. The 1-year return is 3.41% and the 5-year return is 3.96%. MNWIX dividend yield stands at 0.74%, paid annually.
MNWIX 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 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.