Holdings of MFS Managed Wealth Fund
MFS SERIES TRUST X · Original filing · Compare with another fund · Report an error
- Net assets
- 35.6M $ including 34.9M $ in equities, 98.2 %
- Positions
- 4 in 1 countries
- Top ten
- 98.2 % of net assets
- Filed on
- May 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | MFS SERIES TRUST XVII | 261,057 | 11M $ | 30.90 % |
| 2 | MFS Growth Fund | 52,348 | 11M $ | 30.88 % |
| 3 | MFS Value Fund | 207,023 | 10.7M $ | 30.17 % |
| 4 | MFS Institutional Money Market Portfolio | 2,226,067 | 2.2M $ | 6.26 % |
Sector breakdown
- Unattributed 100.0 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 100.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 4 | 34.9M $ | 100.00 % |
Cite this page
Titelia. "Holdings of MFS Managed Wealth Fund". https://titelia.com/en/funds/S000045806