MNWZX Mutual Fund

MNWZX Mutual Fund (MFS Managed Wealth Fund Class R6) is managed by MFS Investment Management with $2.7M in net assets. MNWZX expense ratio is 1.11%, holding 13 positions across various sectors. 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 Other (34.0%), Mfs Institutional International Equity Fund (30.8%), Mfs Growth Fund (30.8%), Mfs Value Fund (30.1%), Mfs Institutional Money Market Short Term Vehicle Frb (6.3%). 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.