MFS Managed Wealth Fund R4 (MNWUX)
13.43
+0.05
(+0.37%)
USD |
May 18 2026
MNWUX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 9.32% |
| Stock | 88.93% |
| Bond | 1.27% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.48% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 65.08% |
|---|---|
|
North America
|
65.08% |
| Canada | 0.84% |
| United States | 64.24% |
|
Latin America
|
0.00% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 24.84% |
|---|---|
| United Kingdom | 4.72% |
|
Europe Developed
|
19.78% |
| Denmark | 0.49% |
| Finland | 0.41% |
| France | 5.55% |
| Germany | 2.07% |
| Ireland | 3.73% |
| Italy | 1.10% |
| Netherlands | 1.25% |
| Portugal | 0.12% |
| Spain | 0.35% |
| Switzerland | 4.38% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.34% |
| Israel | 0.34% |
| Greater Asia | 9.57% |
|---|---|
| Japan | 5.87% |
|
Australasia
|
0.00% |
|
Asia Developed
|
2.85% |
| Hong Kong | 0.76% |
| Singapore | 0.61% |
| Taiwan | 1.48% |
|
Asia Emerging
|
0.85% |
| China | 0.72% |
| India | 0.13% |
| Unidentified Region | 0.51% |
|---|
Stock Sector Exposure
| Cyclical |
|
31.73% |
| Materials |
|
2.71% |
| Consumer Discretionary |
|
7.58% |
| Financials |
|
20.56% |
| Real Estate |
|
0.88% |
| Sensitive |
|
48.02% |
| Communication Services |
|
5.36% |
| Energy |
|
4.37% |
| Industrials |
|
15.94% |
| Information Technology |
|
22.36% |
| Defensive |
|
20.22% |
| Consumer Staples |
|
5.19% |
| Health Care |
|
11.10% |
| Utilities |
|
3.93% |
| Not Classified |
|
0.03% |
| Non Classified Equity |
|
0.03% |
| Not Classified - Non Equity |
|
0.00% |
As of March 31, 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 | -- |