MNWAX holdings — MFS Managed Wealth Fund
MFS Managed Wealth Fund (MNWAX) held 15 positions with net assets of $35.6M as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 100.2% of the fund, led by MIEIX, MFS Growth Fund, MEIKX.
MNWAX top holdings
- MIEIX MFS Institutional Trust-MFS International Equity Fund — 30.90% ($11.0M)
- MFS Growth Fund — 30.88% ($11.0M)
- MEIKX MFS Value Fund — 30.17% ($10.7M)
- MFS Institutional Money Market Portfolio — 6.26% ($2.23M)
- United States Treasury — 0.98% ($350K)
- United States Treasury — 0.56% ($201K)
- United States Treasury — 0.28% ($100K)
- Exchange traded — 0.12% ($40.9K)
- Exchange traded — 0.05% ($17.0K)
- Exchange traded — 0.02% ($7.74K)
- Exchange traded — 0.00% ($556)
- Exchange traded — -0.05% (−$19.3K)
- ICE Futures U.S., Inc. — -0.73% (−$259K)
- Chicago Mercantile Exchange — -0.99% (−$351K)
- Chicago Mercantile Exchange — -1.17% (−$417K)
What are MNWAX's top 10 holdings?
MIEIX (30.9%), MFS Growth Fund (30.9%), MEIKX (30.2%), MFS Institutional Money Market Portfolio (6.3%), United States Treasury (1.0%), United States Treasury (0.6%), United States Treasury (0.3%), Exchange traded (0.1%), Exchange traded (0.0%), Exchange traded (0.0%).
How many stocks are in MNWAX?
MFS Managed Wealth Fund reported 15 holdings as of May 31, 2026.
Share classes: MNWAX, MNWBX, MNWCX, MNWIX, MNWRX, MNWSX, MNWTX, MNWUX, MNWZX