What does MFS Managed Wealth Fund - Class A do?

MFS Managed Wealth Fund - Class A (MNWAX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.

What is MNWAX's market cap?

MFS Managed Wealth Fund - Class A (MNWAX) has a market capitalization of approximately $35.6 million, as of July 23, 2026, based on the most recent share price and shares outstanding.

Does MNWAX pay a dividend?

Yes — MFS Managed Wealth Fund - Class A (MNWAX) pays a dividend annually, with a trailing-twelve-month yield of 0.55%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

MNWAX

MFS Managed Wealth Fund - Class A

NASDAQ·Asset Management · Financial Services

$13.60$0.01−0.07%

Market cap$35.62M·Jul 23 12:07 PM UTC

Price Chart

$13.60−$0.01 (−0.07%)today

+18.06%CAGR +3.38%

Select date range

FromTo

Jun 30, 2014Jul 23, 2021 → Jul 23, 2026· 5.0 yrsJul 23, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)0.55%

Annual Dividend (FWD)$0.08

Dividend Growth (5Y)+33.2%

Dividend Safety—

Payout Ratio12.2%

FCF Payout Ratio—

Most Recent Dividend$0.075

Ex-Dividend DateDec 23

Payment DateDec 24

EarningsEarnings Tab

EPS (FWD)—

P/E Ratio (FWD)—

EPS Growth (1Y)—

EPS Growth (3Y)—

EPS Growth (5Y)—

Next Earnings Date—

Last Report Date—

Reported vs Estimate—

Earnings Surprise—

Income Statement Flow

PRO

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About MFS Managed Wealth Fund - Class A

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.

Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
Website: www.mfs.com/en-us/individual-investor/product-strategies/mutual-funds/MNWAX-managed-wealth-fund.html

Peers

Peers Tab

TGPNX

TCW Conservative Allocation Fund Cl N

Cap

$35.3M

ACWDX

AMG GW&K Small/Mid Cap Growth Fund Class N

Cap

$45.0M

SXMAX

SEI Asset Allocation Trust Moderate Strategy Allocation Fund Class F

Cap

$37.7M

Latest News

News Tab

No recent news available.

Frequently Asked Questions About MNWAX

What does MFS Managed Wealth Fund - Class A do?: MFS Managed Wealth Fund - Class A (MNWAX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.
What is MNWAX's market cap?: MFS Managed Wealth Fund - Class A (MNWAX) has a market capitalization of approximately $35.6 million, as of July 23, 2026, based on the most recent share price and shares outstanding.
Does MNWAX pay a dividend?: Yes — MFS Managed Wealth Fund - Class A (MNWAX) pays a dividend annually, with a trailing-twelve-month yield of 0.55%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.