MFS Managed Wealth Fund B (MNWBX)
12.65
+0.09
(+0.72%)
USD |
Feb 06 2026
MNWBX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 8.03% |
| Stock | 89.66% |
| Bond | 2.11% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.19% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 65.89% |
|---|---|
|
North America
|
65.89% |
| Canada | 1.14% |
| United States | 64.75% |
|
Latin America
|
0.00% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 25.07% |
|---|---|
| United Kingdom | 4.53% |
|
Europe Developed
|
20.10% |
| Denmark | 0.60% |
| Finland | 0.39% |
| France | 5.50% |
| Germany | 2.28% |
| Ireland | 4.05% |
| Italy | 0.82% |
| Netherlands | 1.13% |
| Portugal | 0.22% |
| Spain | 0.38% |
| Switzerland | 4.37% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.44% |
| Israel | 0.44% |
| Greater Asia | 8.85% |
|---|---|
| Japan | 5.85% |
|
Australasia
|
0.00% |
|
Asia Developed
|
1.97% |
| Hong Kong | 0.48% |
| Singapore | 0.44% |
| Taiwan | 1.05% |
|
Asia Emerging
|
1.03% |
| China | 0.74% |
| India | 0.29% |
| Unidentified Region | 0.19% |
|---|
Stock Sector Exposure
| Cyclical |
|
32.35% |
| Materials |
|
2.40% |
| Consumer Discretionary |
|
7.90% |
| Financials |
|
21.17% |
| Real Estate |
|
0.87% |
| Sensitive |
|
47.57% |
| Communication Services |
|
6.33% |
| Energy |
|
3.20% |
| Industrials |
|
15.29% |
| Information Technology |
|
22.75% |
| Defensive |
|
20.02% |
| Consumer Staples |
|
5.33% |
| Health Care |
|
10.61% |
| Utilities |
|
4.09% |
| Not Classified |
|
0.06% |
| Non Classified Equity |
|
0.06% |
| Not Classified - Non Equity |
|
0.00% |
As of December 31, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |