Morningstar

MFS Diversified Income Fund Class A DIFAX

Medalist Rating as of Aug 10, 2026 See MFS Investment Hub

Strategy

The investment seeks total return with an emphasis on current income, but also considering capital appreciation. The fund normally invests its assets primarily in a broad range of debt instruments and equity securities of U.S. and foreign issuers, including real estate-related investments and emerging market securities. MFS focuses the fund’s debt investments on investment grade quality corporate bonds, U.S. government securities, below investment grade quality debt instruments of developed market issuers, and debt instruments of emerging market issuers. MFS may invest up to 100% of these investments in below investment grade quality debt instruments.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DIFIX	MFS Diversified Income Fund Class I	Institutional	Open			May 26, 2006	$470.78M	0.640%	Below Average	$0	−$66.09M
DIFAX	MFS Diversified Income Fund Class A	Front Load	Open			May 26, 2006	$999.26M	0.890%	Below Average	$1,000	−$133.04M
DIFCX	MFS Diversified Income Fund Class C	Level Load	Open			May 26, 2006	$48.63M	1.640%	Average	$1,000	−$21.16M
DIFGX	MFS Diversified Income Fund Class R4	Retirement, Large	Open			Jul 1, 2008	$1.50M	0.640%	Above Average	$0	−$2.10M
DIFHX	MFS Diversified Income Fund Class R6	Retirement, Large	Open			Jul 2, 2012	$176.27M	0.550%	Average	$0	−$18.32M
DIFEX	MFS Diversified Income Fund Class R2	Retirement, Medium	Limited			Jul 1, 2008	$761,028.00	1.140%	Average	$0	−$31,751.63
DIFFX	MFS Diversified Income Fund Class R3	Retirement, Medium	Open			Jul 1, 2008	$1.92M	0.890%	Low	$0	−$6.54M
DIFDX	MFS Diversified Income Fund Class R1	Retirement, Small	Limited			Jul 1, 2008	$205,849.00	1.640%	High	$0	$544.00

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