MNWUX Mutual Fund

MNWUX Mutual Fund (MFS Managed Wealth Fund Class R4) is managed by MFS Investment Management with $74,365.96 in net assets. MNWUX expense ratio is 1.13%, holding 16 positions across sectors including Financials. Inception date: 2014-06-27.

MNWUX performance shows a YTD return of 2.18%. The 1-year return is 3.41% and the 5-year return is 3.96%. MNWUX dividend yield stands at 0.74%, paid annually.

MNWUX 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 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.