MFS Managed Wealth Fund B (MNWBX)
12.52
+0.19
(+1.54%)
USD |
Apr 08 2026
MNWBX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 7.09% |
| Stock | 90.44% |
| Bond | 2.15% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.32% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 64.06% |
|---|---|
|
North America
|
64.06% |
| Canada | 0.89% |
| United States | 63.17% |
|
Latin America
|
0.00% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 26.15% |
|---|---|
| United Kingdom | 5.29% |
|
Europe Developed
|
20.52% |
| Denmark | 0.55% |
| Finland | 0.41% |
| France | 5.62% |
| Germany | 2.28% |
| Ireland | 3.81% |
| Italy | 0.94% |
| Netherlands | 1.37% |
| Portugal | 0.23% |
| Spain | 0.36% |
| Switzerland | 4.63% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.34% |
| Israel | 0.34% |
| Greater Asia | 9.47% |
|---|---|
| Japan | 6.04% |
|
Australasia
|
0.00% |
|
Asia Developed
|
2.61% |
| Hong Kong | 0.49% |
| Singapore | 0.57% |
| Taiwan | 1.55% |
|
Asia Emerging
|
0.82% |
| China | 0.67% |
| India | 0.15% |
| Unidentified Region | 0.32% |
|---|
Stock Sector Exposure
| Cyclical |
|
31.74% |
| Materials |
|
2.61% |
| Consumer Discretionary |
|
7.55% |
| Financials |
|
20.66% |
| Real Estate |
|
0.91% |
| Sensitive |
|
47.19% |
| Communication Services |
|
5.23% |
| Energy |
|
3.61% |
| Industrials |
|
16.63% |
| Information Technology |
|
21.72% |
| Defensive |
|
21.04% |
| Consumer Staples |
|
5.67% |
| Health Care |
|
11.45% |
| Utilities |
|
3.92% |
| Not Classified |
|
0.04% |
| Non Classified Equity |
|
0.04% |
| Not Classified - Non Equity |
|
0.00% |
As of February 28, 2026
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 | -- |