MNWUX Mutual Fund (MFS Managed Wealth Fund Class R4) is managed by MFS Investment Management with $74,564.19 in net assets. MNWUX expense ratio is 1.14%, holding 13 positions across sectors including Unknown, Other, Financials. Inception date: 2014-06-27.

MNWUX performance shows a YTD return of 1.73%. The 1-year return is 2.81% and the 5-year return is 4.03%. MNWUX dividend yield stands at 0.75%, paid annually.

MNWUX 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 MNWUX holdings, sector breakdown, or dividend history.

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