# Portfolio overlap — MNWIX vs PFSMX Comparing **MFS Managed Wealth Fund** (2026-02-28) and **PFG MFS Aggressive Growth Strategy Fund** (2026-01-31). - Shared positions: 3 - MFS Managed Wealth Fund covered by PFG MFS Aggressive Growth Strategy Fund: 0.2881313294811671551450196781 - PFG MFS Aggressive Growth Strategy Fund covered by MFS Managed Wealth Fund: 0.2881313294811671551450196781 ## MFS Managed Wealth Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | MFS-INTL EQ-R6 | 0.311455 | ✓ | | MFS-VALUE-R6 | 0.310428 | ✓ | | MFS Growth Fund | 0.288087 | ✓ | | MFS Institutional Money Market Portfolio, Class A | 0.061241 | | | US TREASURY N/B | 0.009272 | | | US TREASURY N/B | 0.009259 | | | ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.004387 | | | S+P 500 INDEX | 0.003215 | | | US TREASURY N/B | 0.002656 | | ## PFG MFS Aggressive Growth Strategy Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | MFS-VALUE-R6 | 0.121193 | ✓ | | MFS Growth Fund | 0.117384 | ✓ | | MFS-RESEAR-R6 | 0.110574 | | | MFS Mid Cap Value Fund | 0.100102 | | | MFS Mid Cap Growth Fund | 0.096191 | | | MFS-RSCH IN-R6 | 0.080250 | | | MFS-INTL LCV-R6 | 0.051310 | | | MFS-GL RL ES-R5 | 0.050967 | | | iShares GSCI Commodity Dynamic Roll Strategy ETF | 0.050407 | | | MFS-INTL GRW-R6 | 0.049874 | | | MFS-INTL EQ-R6 | 0.049554 | ✓ | | State Street SPDR Portfolio Emerging Markets ETF | 0.029512 | | | VANGUARD SMALL-CAP VALUE ETF MUTUAL FUND | 0.024864 | | | Vanguard Small-Cap Growth ETF | 0.023892 | | | SCHWAB INTL SMALL-CAP EQUITY MUTUAL FUND | 0.020802 | | | MFS-INT N D-R6 | 0.018903 | | | BlackRock Liquidity FedFund - Institutional Class | 0.004223 | | ## Sources - N-PORT (fund A) — accession `0001410368-26-040066` (as of 2026-02-28) - N-PORT (fund B) — accession `0000910472-26-004373` (as of 2026-01-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _