MNWSX Mutual Fund (MFS Managed Wealth Fund Class R2) is managed by MFS Investment Management with $70,928.32 in net assets. MNWSX expense ratio is 1.64%, holding 13 positions across sectors including Unknown, Other, Financials. Inception date: 2014-06-27.

MNWSX performance shows a YTD return of 1.44%. The 1-year return is 2.30% and the 5-year return is 3.50%. MNWSX dividend yield stands at 0.29%, paid annually.

MNWSX 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 MNWSX holdings, sector breakdown, or dividend history.

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