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.
Will DIFEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DIFEX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DIFEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DIFEX’s parent organization’s priorities and whether they’re in line with investors’ interests.