MNWZX Mutual Fund

MNWZX Mutual Fund (MFS Managed Wealth Fund Class R6) is managed by MFS Investment Management with $2.9M in net assets. MNWZX expense ratio is 1.11%, holding 13 positions across sectors including Financials. Inception date: 2017-10-02.

MNWZX performance shows a YTD return of 3.07%. The 1-year return is 4.87% and the 5-year return is 4.29%. MNWZX dividend yield stands at 0.80%, paid annually.

MNWZX 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 MNWZX holdings, MNWZX sectors, or MNWZX dividends.

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