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MFS Diversified Income R2 DIFEX

Analyst rating as of
NAV / 1-Day Return
12.04  /  0.52 %
Total Assets
3.0 Bil
Adj. Expense Ratio
1.230%
Expense Ratio
1.230%
Fee Level
Above Average
Longest Manager Tenure
16.22 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.79%
Turnover
72%

Morningstar’s Fund Analysis DIFEX

Will DIFEX outperform in future?

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

Lacks rigor.

Senior Analyst

Summary

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MFS Diversified Income has suffered from missteps as a new lead manager gains experience overseeing a wide-ranging and informal asset-allocation process. Its Process Pillar has been downgraded to Below Average from Average. Six cheaper shares earn a renewed Morningstar Analyst Rating of Neutral, while the two most expensive shares receive a downgrade to Negative.

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