MNWTX Mutual Fund
MNWTX Mutual Fund
MNWTX Mutual Fund
MFS Managed Wealth Fund Class R3
MNWTX Mutual Fund Overview
MNWTX Mutual Fund (MFS Managed Wealth Fund Class R3) is managed by MFS Investment Management with $72,443.76 in net assets. MNWTX expense ratio is 1.39%, holding 19 positions across various sectors. Inception date: 2014-06-27.
MNWTX performance shows a YTD return of 3.16%. The 1-year return is 4.33% and the 5-year return is 3.89%. 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 Class R6 (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.