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Morningstar

MFS Intl Diversification R3 MDIHX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 23.45  /  +0.17 %
  • Total Assets 39.5 Bil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.31%
  • Turnover 7%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MDIHX

Will MDIHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MDIHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MDIHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MDIHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An appealing international fund of funds.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

MFS International Diversification still has more than its share of strengths, and it remains an attractive all-in-one foreign-stock offering.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings MDIHX

More MDIHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Research International R6

27.44 10.7 Bil
—

MFS Emerging Markets Equity R6

17.44 6.8 Bil
—

MFS International Intrinsic Value R6

15.05 5.8 Bil
—

MFS International Large Cap Value R6

15.05 5.8 Bil
—

MFS International Growth R6

14.87 5.8 Bil
—

MFS International New Discovery R6

9.95 3.9 Bil
—

Currency Cash CASH_USD

0.22 83.9 Mil
Cash and Equivalents