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.
MFS Diversified Income R2 DIFEX
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 BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
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.
Process Pillar
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.
People Pillar
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.
Parent Pillar
The Parent Pillar is our rating of DIFEX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Lacks rigor.
