MFS Diversified Income has appealing parts coupled with an unclear approach to allocating between them. Its six specialist teams have generally added value through security selection, yet the top-level allocation process has not shown a repeatable edge. The result is a portfolio whose strongest attributes reside in the underlying sleeves rather than in the way they are combined.
MFS Diversified Income Fund Class C DIFCX
Morningstar’s Analysis DIFCX
Will DIFCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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Parent Pillar