MNWUX Mutual Fund
MNWUX Mutual Fund
MNWUX Mutual Fund
MFS Managed Wealth Fund Class R4
MNWUX Mutual Fund Overview
MNWUX Mutual Fund (MFS Managed Wealth Fund Class R4) is managed by MFS Investment Management with $74,445.73 in net assets. MNWUX expense ratio is 1.14%, holding 19 positions across various sectors. Inception date: 2014-06-27.
MNWUX performance shows a YTD return of 3.30%. The 1-year return is 4.63% and the 5-year return is 4.14%. MNWUX dividend yield stands at 0.73%, paid annually.
MNWUX 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 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.