Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- MFS Managed Wealth Fund MFS SERIES TRUST X · 4 lines · as of Feb 28, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | MFS Managed Wealth Fund |
|---|---|
| MFS SERIES TRUST XVII | 31.24 % |
| MFS Value Fund | 31.14 % |
| MFS Growth Fund | 28.90 % |
| MFS Institutional Money Market Portfolio | 6.14 % |
1 funds, 4 lines read.