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MFS Diversified Income R1 DIFDX

Analyst rating as of
NAV / 1-Day Return
13.59  /  0.07 %
Total Assets
3.5 Bil
Adj. Expense Ratio
1.740%
Expense Ratio
1.740%
Fee Level
High
Longest Manager Tenure
14.96 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
1.87%
Turnover
111%
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Morningstar’s Analysis

Will DIFDX outperform in future?

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

Monitoring a recent shakeup.

Summary

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With fewer than three years under his belt, it’s still too early to tell if lead manager Robert Almeida can build on MFS Diversified Income’s past successes. The fund’s eight share classes all retain a Morningstar Analyst Rating of Neutral.

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