MFS Managed Wealth Fund - Class A
MNWAX
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- MFS Managed Wealth Fund (Class A; MNWAX), managed by MFS Investment Management, seeks total return through a diversified portfolio featuring strategic allocations to three established equity funds: the MFS Value Fund, MFS Growth Fund, and MFS International Equity Fund; active security selection; derivative overlays including index futures, put options, and other instruments to adjust net equity exposure based on the investment team's assessment of market risk and reward; and holdings in cash and other assets. The fund primarily targets individual and institutional investors seeking equity market diversification with downside protection, employing derivatives to manage exposure to U.S. large-cap value and growth stocks as well as international developed markets; it maintains a benchmark of the ICE BofA 0-3 Month U.S. Treasury Bill Index and features a net expense ratio of approximately 1.4%, a maximum front-end sales charge of 5.75%, and net assets of around $37 million as of late 2025. Commenced on June 27, 2014, with Class A shares, the fund operates under MFS Investment Management, founded in 1924 and headquartered at 111 Huntington Avenue, Boston, Massachusetts, with global offices in locations including London, Tokyo, Sydney, Toronto, Hong Kong, and Singapore. In recent developments, effective September 30, 2024, portfolio manager William Adams ceased managing the fund, reflecting a transition in the investment team; MFS issued a client notice on October 10, 2024, detailing portfolio manager updates for the MFS Managed Wealth Fund alongside the MFS Commodity Strategy Fund. The firm also published 2024 capital gain estimates for retail investors on November 8, 2024, and updated estimates in November 2025, alongside ongoing announcements such as the Barron's Box Flyer highlighting MFS rankings as of March 6, 2025. MFS Investment Management strengthened its longstanding partnership with Sun Life Global Investments in 2024, leveraging collective expertise for enhanced long-term investment strategies amid a shift toward active risk management. In December 2025, MFS reached an agreement with Aberdeen Investments for the latter to acquire management of £1.5 billion in closed-end fund assets, signaling strategic portfolio realignments at the parent level.