- What are the top holdings of MNWAX?
- MFS Managed Wealth Fund - Class A holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does MNWAX have?
- MNWAX holds — positions as reported by the fund's most recent disclosure.
- What sectors does MNWAX invest in?
- MFS Managed Wealth Fund - Class A (MNWAX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is MNWAX most exposed to?
- MNWAX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is MNWAX a US-only fund?
- The country allocation card on this page shows MNWAX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does MNWAX invest in?
- The fund's primary objective is to generate comprehensive total returns. Its strategy involves two key components: first, a deliberate allocation of assets to three specific MFS equity funds, known as underlying funds. Second, it employs a dynamic asset allocation overlay, primarily using derivative financial instruments. This overlay is designed to achieve a dual purpose: to reduce the overall volatility of the fund's returns by moderating its exposure to the equity and/or currency markets inherent in the underlying funds, and to potentially open access to distinct asset classes or market segments where the underlying funds have limited or no presence.
