MNWZX Mutual Fund (MFS Managed Wealth Fund Class R6) is managed by MFS Investment Management with $2.9M in net assets. MNWZX expense ratio is 1.11%, holding 13 positions across sectors including Unknown, Other, Financials. Inception date: 2017-10-02.

MNWZX performance shows a YTD return of 2.62%. The 1-year return is 2.88% and the 5-year return is 4.12%. MNWZX dividend yield stands at 0.82%, paid annually.

MNWZX 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 MNWZX holdings, sector breakdown, or dividend history.

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