MNWAX Mutual Fund (MFS Managed Wealth Fund Class A) is managed by MFS Investment Management with $4.1M in net assets. MNWAX expense ratio is 1.39%, holding 13 positions across sectors including Unknown, Other, Financials. Inception date: 2014-06-27.

MNWAX performance shows a YTD return of 2.40%. The 1-year return is 2.54% and the 5-year return is 3.78%. MNWAX dividend yield stands at 0.56%, paid annually.

MNWAX 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%). View all MNWAX holdings, sector breakdown, or dividend history.

MNWAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MNWAX alternatives are available via the screener, along with tax-loss harvesting opportunities.