MFS announced that Nick Paul will become a manager on the team that oversees MFS International Diversification on Jan. 3, 2022, alongside current manager Camille Humphries-Lee.
MFS Intl Diversification B MDIFX
NAV / 1-Day Return
23.92
/
0.21
%
Total Assets
39.4 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.
1.830%
Expense Ratio
1.830%
Fee Level
Below Average
Longest Manager Tenure
3.39
years
Category
Foreign Large Blend
Investment Style
Large BlendMin. Initial Investment
1,000
Status
Closed
TTM Yield
0.74%
Turnover
9%
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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 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.
MFS International Diversification to Get Additional Manager; Ratings Unchanged
