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MFS Intl Diversification C MDIGX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 21.57  /  +0.05 %
  • Total Assets 38.0 Bil
  • Adj. Expense Ratio
    1.830%
  • Expense Ratio 1.830%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.58%
  • Turnover 7%

USD | NAV as of Feb 27, 2024 | 1-Day Return as of Feb 27, 2024, 11:20 PM GMT+0

Morningstar’s Analysis MDIGX

Will MDIGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

MFS International Diversification to Get Additional Oversight Manager; Pillar Ratings Unchanged

null William Samuel Rocco

William Samuel Rocco

Analyst Note

MFS announced that John Mahoney will become a manager on the team that oversees MFS International Diversification on Jan. 1, 2024, alongside current managers Nick Paul and Camille Humphries Lee (who, as MFS previously announced, will retire on May 1, 2024.) Mahoney has a solid resume being an oversight manager on this fund of funds. He has spent 18 years at MFS and has ample experience as a senior strategist/investment product specialist on this strategy and several of its underlying offerings. Paul, an oversight manager on this offering since January 2022, is an MFS veteran with 25 years of investment experience, so he has good credentials for the task at hand as well. Humphries Lee, an oversight manager on this offering since September 2018, is an MFS veteran with 34 years of investment experience, and she will be missed. But her retirement is still six months away—and she will work alongside Mahoney as well as Paul for four months before she leaves—so her transition off the strategy should be quite smooth. Meanwhile, a sizable and seasoned quant team, which handles the daily rebalancing and monitors the allocation mix of this fund of funds, remains in place. And this strategy will continue to invest in the same six underlying offerings—and with the same allocations—as it does now, and the personnel and other strengths of those offerings remain intact. For all these reasons, the fund of funds’ People and Process ratings of Above Average remain the same.

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Portfolio Holdings MDIGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Research International R6

27.64 10.3 Bil

MFS Emerging Markets Equity R6

17.08 6.4 Bil

MFS International Intrinsic Value R6

15.08 5.6 Bil

MFS International Growth R6

15.06 5.6 Bil

MFS International Large Cap Value R6

15.00 5.6 Bil

MFS International New Discovery R6

9.93 3.7 Bil

Currency Cash CASH_USD

0.21 77.3 Mil
Cash and Equivalents