MFS Managed Wealth Fund

MFS Managed Wealth Fund is a registered fund series of MFS SERIES TRUST X (series S000045806). Net assets $35.6M as of 2026-05-31.

Profile

Advisers

Top holdings (15 reported)

HoldingTickerValue% of fund
MFS Institutional Trust-MFS International Equity Fund—$11.0M3089.62%
MFS Growth Fund—$11.0M3087.72%
MFS Value Fund—$10.7M3017.42%
MFS Institutional Money Market Portfolio—$2.2M625.70%
United States Treasury—$350K98.28%
United States Treasury—$201K56.35%
United States Treasury—$100K28.12%
Exchange traded—$41K11.51%
Exchange traded—$17K4.77%
Exchange traded—$8K2.18%
Exchange traded—$5560.16%
Exchange traded—$-19K-5.43%
ICE Futures U.S., Inc.—$-259K-72.72%
Chicago Mercantile Exchange—$-351K-98.65%
Chicago Mercantile Exchange—$-417K-117.16%

Net asset history

Report dateNet assets
2026-05-31$35.6M
2026-02-28$37.6M
2025-11-30$37.8M
2025-08-31$38.2M
2025-05-31$35.0M
2025-02-28$34.0M
2024-11-30$33.1M
2024-08-31$38.9M

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