MNWRX - MFS Managed Wealth Fund Class R1

Nasdaq - Nasdaq Delayed Price. Currency in USD

Overall Portfolio Composition (%)

Cash47.52%
Stocks50.99%
Bonds1.50%
Others0.00%
Preferred0.00%
Convertable0.00%

Sector Weightings (%)

Sector
MNWRX
Basic Materials
5.09%
CONSUMER_CYCLICAL
8.74%
Financial Services
19.15%
Realestate
0.19%
Consumer Defensive
11.27%
Healthcare
16.32%
Utilities
2.09%
Communication Services
2.27%
Energy
2.19%
Industrials
15.92%
Technology
16.76%

Equity Holdings

AverageMNWRXCategory Average
Price/Earnings21.5817.17
Price/Book0.330.47
Price/Sales2.391.44
Price/Cashflow14.9510.48
Median Market Cap75,186.4453,637.63
3 Year Earnings Growth13.976.76

Bond Holdings

AverageMNWRXCategory Average
MaturityN/A2.29
DurationN/A1.19
Credit QualityN/AN/A

Bond Ratings

SectorMNWRX
US Goverment0.00%
AAA0.00%
AA0.00%
A0.00%
BBB0.00%
BB0.00%
B0.00%
Below B0.00%
Others0.00%

Top 10 Holdings (154.33% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
MFS Instl International EquityMIEIX29.08%
MFS Growth R6MFEKX28.95%
MFS Value R6MEIKX28.82%
iPath Short Enhanced MSCI EAFE ETNMFSA21.65%
Russell 1000 Growth Index Future Jun 21 19N/A21.48%
Russell 1000 Value Index Future Jun 21 19N/A21.40%
Standard & Poors Index Option Jun 21 19 P2700N/A1.14%
Russell 2000 Index Option Sep 20 19 P1400N/A0.83%
United States Treasury Notes 2.38%N/A0.51%
United States Treasury Notes 2%N/A0.47%