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Morningstar

MFS Diversified Income A DIFAX

Morningstar Analyst Rating
Analyst rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 11.81  /  0.01 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.890%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 3.11%
  • Turnover 72%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis DIFAX

Will DIFAX 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 DIFAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DIFAX 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 DIFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

MFS Announces Joined CIOs of Fixed Income

Analyst

Analyst Note

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