# 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

- Series ID: S000045806
- Registrant: MFS SERIES TRUST X
- LEI: 5493001FM265HSCY4362
- Net assets: $35.6M
- Total assets: $36.7M
- As of: 2026-05-31
- Type: Fund of funds

## Advisers

- [Massachusetts Financial Services Company (Advisor)](https://search.stillhousedata.com/firm/110045)

## Top holdings (15 reported)

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [MFS Institutional Trust-MFS International Equity Fund](https://search.stillhousedata.com/security/552966806) | — | $11.0M | 3089.62% |
| [MFS Growth Fund](https://search.stillhousedata.com/security/552985673) | — | $11.0M | 3087.72% |
| [MFS Value Fund](https://search.stillhousedata.com/security/55273H353) | — | $10.7M | 3017.42% |
| [MFS Institutional Money Market Portfolio](https://search.stillhousedata.com/security/55291X109) | — | $2.2M | 625.70% |
| [United States Treasury](https://search.stillhousedata.com/security/91282CLP4) | — | $350K | 98.28% |
| [United States Treasury](https://search.stillhousedata.com/security/91282CME8) | — | $201K | 56.35% |
| [United States Treasury](https://search.stillhousedata.com/security/91282CKY6) | — | $100K | 28.12% |
| Exchange traded | — | $41K | 11.51% |
| Exchange traded | — | $17K | 4.77% |
| Exchange traded | — | $8K | 2.18% |
| Exchange traded | — | $556 | 0.16% |
| 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 date | Net 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 |

## More

- [Registrant: MFS SERIES TRUST X](https://search.stillhousedata.com/registrant/783740)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000045806.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.