MFS Managed Wealth Fund (MNWIX)

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MFS Managed Wealth Fund (MNWIX) is up 1.6% since the beginning of the year. MNWIX is currently trading at $14 per share. Investors who bought $1,000 worth of MNWIX shares 5 years ago would now be looking at an investment worth $1,218.

MFS Managed Wealth Fund (MNWIX) has returned 1.58% so far this year and 4.62% over the past 12 months. Over the last ten years, MNWIX has returned 3.94% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jun 30, 2014, MNWIX's average daily return is +0.01%, while the average monthly return is +0.28%. At this rate, an investment would double in approximately 20.7 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2026 with a return of +4.1%, while the worst month was Mar 2026 at -3.2%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, MNWIX closed higher 44% of trading days. The best single day was Mar 13, 2020 with a return of +2.3%, while the worst single day was Mar 16, 2020 at -2.2%.

MFS Managed Wealth Fund has an annualized alpha of 1.54%, beta of 0.15, and R2 of 0.45 versus S&P 500 Index. Calculated based on daily prices since June 30, 2014.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (17.06%) than losses (15.04%) - typical of diversified or defensive assets.
• Beta of 0.15 may look defensive, but with R2 of 0.45 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.45 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.

MNWIX has an expense ratio of 0.67%, placing it in the medium range.

MNWIX ranks 10 for risk / return — in the bottom 10% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

MFS Managed Wealth Fund provided a 0.75% dividend yield over the last twelve months, with an annual payout of $0.10 per share.

The table displays the monthly dividend distributions for MFS Managed Wealth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the MFS Managed Wealth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MFS Managed Wealth Fund was 5.57%, occurring on Mar 27, 2026. Recovery took 14 trading sessions.

The current MFS Managed Wealth Fund drawdown is 0.44%.

The chart below shows the rolling one-month volatility.