MFS International Diversification still enjoys several advantages over its rivals, so its less-expensive share classes retain their Morningstar Analyst Ratings of Silver and Bronze while the priciest one stays at Neutral.
MFS Intl Diversification A MDIDX
NAV / 1-Day Return
25.51
/
0.31
%
Total Assets
40.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.080%
Expense Ratio
1.080%
Fee Level
Low
Longest Manager Tenure
3.14
years
Category
Foreign Large Blend
Investment Style
Large BlendMin. Initial Investment
1,000
Status
Open
TTM Yield
0.47%
Turnover
9%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MDIDX 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 MDIDX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MDIDX 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 MDIDX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still a good all-in-one international-stock offering after an expected expansion of its roster.
