Morningstar

MFS Managed Wealth Fund Class I MNWIX

Rating as of Sep 30, 2026 See MFS Investment Hub

Strategy

The investment seeks total return. The fund seeks to achieve the fund's objective by generating returns from (1) a strategic allocation to three MFS equity funds, referred to as underlying funds, and (2) a tactical asset allocation overlay primarily using derivative instruments to seek to decrease the volatility of the fund's returns by reducing the fund's exposure to the equity and/or currency markets as represented by the underlying funds and also to potentially expose the fund to asset classes and/or markets in which the underlying funds have little or no exposure.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MNWIX	MFS Managed Wealth Fund Class I	Institutional	Open		—	Jun 27, 2014	$26.22M	1.130%	Below Average	$0	−$3.47M
MNWAX	MFS Managed Wealth Fund Class A	Front Load	Open		—	Jun 27, 2014	$3.22M	1.380%	Below Average	$1,000	−$655,714.46
MNWBX	MFS Managed Wealth Fund Class B	Deferred Load	Closed		—	Jun 27, 2014	$67,118.00	2.130%	Low	$1,000	−$1.94
MNWCX	MFS Managed Wealth Fund Class C	Level Load	Open		—	Jun 27, 2014	$1.33M	2.130%	Below Average	$1,000	−$96,428.02
MNWUX	MFS Managed Wealth Fund Class R4	Retirement, Large	Open		—	Jun 27, 2014	$75,006.00	1.130%	Average	$0	$64.17
MNWZX	MFS Managed Wealth Fund Class R6	Retirement, Large	Open		—	Oct 2, 2017	$2.62M	1.080%	Below Average	$0	−$365,368.52
MNWSX	MFS Managed Wealth Fund Class R2	Retirement, Medium	Open		—	Jun 27, 2014	$71,029.00	1.630%	Average	$0	−$17.01
MNWTX	MFS Managed Wealth Fund Class R3	Retirement, Medium	Open		—	Jun 27, 2014	$72,983.00	1.380%	Low	$0	$81.24
MNWRX	MFS Managed Wealth Fund Class R1	Retirement, Small	Open		—	Jun 27, 2014	$67,140.00	2.130%	Low	$0	−$0.96

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