MNWRX Mutual Fund (MFS Managed Wealth Fund Class R1) is managed by MFS Investment Management with $67,129.9 in net assets. MNWRX expense ratio is 2.14%, holding 13 positions across sectors including Unknown, Other, Financials. Inception date: 2014-06-27.

MNWRX performance shows a YTD return of 1.18%. The 1-year return is 1.75% and the 5-year return is 3.01%.

MNWRX 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 MNWRX holdings, sector breakdown, or dividend history.

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