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Morningstar

MFS Intl Diversification B MDIFX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 21.41  /  0.38 %
  • Total Assets 34.9 Bil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.820%
  • Distribution Fee Level Below Average
  • Share Class Type —
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.00
  • Turnover 4%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis MDIFX

Will MDIFX 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 MDIFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MDIFX 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 MDIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A superior source of wide-ranging foreign-stock exposure.

Senior Analyst

Summary

| by William Samuel Rocco

MFS International Diversification's strengths remain intact. Its less-expensive share classes retain their Morningstar Analyst Ratings of Silver and Bronze, while the pricier share classes stay at Neutral.

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