MNWSX Mutual Fund

MNWSX Mutual Fund (MFS Managed Wealth Fund Class R2) is managed by MFS Investment Management with $72,341.77 in net assets. MNWSX expense ratio is 1.64%, holding 13 positions across sectors including Financials. Inception date: 2014-06-27.

MNWSX performance shows a YTD return of 2.74%. The 1-year return is 4.31% and the 5-year return is 3.68%. MNWSX dividend yield stands at 0.29%, paid annually.

MNWSX 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 MNWSX holdings, MNWSX sectors, or MNWSX dividends.

MNWSX can be compared against other funds. Use MNWSX overlap to find shared positions, or MNWSX vs another fund for a side-by-side view. MNWSX alternatives are available via the screener, along with tax-loss harvesting opportunities.