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Morningstar

MFS Intl Diversification R3 MDIHX

Morningstar Analyst Rating
Analyst rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 21.70  /  0.05 %
  • Total Assets 35.4 Bil
  • Adj. Expense Ratio
    0.350%
  • Expense Ratio 1.070%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.42%
  • Turnover 4%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis MDIHX

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

People Pillar

The People Pillar is our evaluation of the MDIHX 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 MDIHX’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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