MNWTX Mutual Fund

MNWTX Mutual Fund (MFS Managed Wealth Fund Class R3) is managed by MFS Investment Management with $73,292.34 in net assets. MNWTX expense ratio is 1.39%, holding 13 positions across various sectors. Inception date: 2014-06-27.

MNWTX performance shows a YTD return of 2.86%. The 1-year return is 4.50% and the 5-year return is 3.94%. MNWTX dividend yield stands at 0.51%, paid annually.

MNWTX 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 MNWTX holdings, MNWTX sectors, or MNWTX dividends.

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