MNWUX Mutual Fund

MNWUX Mutual Fund (MFS Managed Wealth Fund Class R4) is managed by MFS Investment Management with $76,330.2 in net assets. MNWUX expense ratio is 1.14%, holding 13 positions across sectors including Financials. Inception date: 2014-06-27.

MNWUX performance shows a YTD return of 3.00%. The 1-year return is 4.72% and the 5-year return is 4.20%. MNWUX dividend yield stands at 0.74%, paid annually.

MNWUX 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 MNWUX holdings, MNWUX sectors, or MNWUX dividends.

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