MFS Managed Wealth FundMNWAX
Type
Mutual fund
Peer group
Allocation
Net assets
$37.6M
Expense ratio
1.39%
1-year return
+4.5%
3 years, a year
+6.5%
5 years, a year
+3.8%
Holdings
13
What it aims to do.
The funds investment objective is to seek total return.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MFS Institutional Trust-MFS International Equity Fund | 31.24% |
| MFS Value Fund | 31.14% |
| MFS Growth Fund | 28.90% |
| MFS Institutional Money Market Portfolio | 6.14% |
| United States Treasury | 0.93% |
| United States Treasury | 0.93% |
| JOBY Chicago Mercantile Exchange | 0.44% |
| United States Treasury | 0.27% |
| JOBY Exchange traded | 0.12% |
| JOBY Exchange traded | 0.10% |
More on MNWAX.
- MNWAX overview
- MNWAX holdings
- MNWAX risk
- MNWAX costs
- MNWAX money in and out
- MNWAX share classes
- Compare MNWAX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.