Holdings of MFS Managed Wealth Fund
MFS SERIES TRUST X · Original filing · Compare with another fund · Report an error
- Net assets
- 37.6M $ including 36.7M $ in equities, 97.4 %
- Positions
- 4 in 1 countries
- Top ten
- 97.4 % of net assets
- Filed on
- Feb 28, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | MFS SERIES TRUST XVII | 276,587 | 11.8M $ | 31.24 % |
| 2 | MFS Value Fund | 221,216 | 11.7M $ | 31.14 % |
| 3 | MFS Growth Fund | 57,570 | 10.9M $ | 28.90 % |
| 4 | MFS Institutional Money Market Portfolio | 2,312,768 | 2.3M $ | 6.14 % |
Sector breakdown
- Unattributed 100.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 4 | 36.7M $ | 100.00 % |
Cite this page
Titelia. "Holdings of MFS Managed Wealth Fund". https://titelia.com/en/funds/S000045806