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 R6 DIFHX
Morningstar’s Analysis DIFHX
Will DIFHX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar