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MFS Intl Diversification R2 MDIKX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 20.57  /  0.10 %
  • Total Assets 35.5 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.320%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.13%
  • Turnover 7%

Morningstar’s Analysis MDIKX

Will MDIKX outperform in future?

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

One of Two Oversight Managers on MFS International Diversification to Retire, Ratings Unchanged

null William Samuel Rocco

William Samuel Rocco

Analyst Note

MFS has announced that oversight manager Camille Humphries Lee will retire and relinquish her responsibilities on this fund of funds and other MFS strategies on May 1, 2024. Nicholas Paul, who came on board as an oversight manager on this offering in January 2022, will serve as the sole oversight manager after Humphries Lee retires. Humphries Lee, who joined MFS in 2000 and who has 34 years of investment experience, has served as an oversight manager on this strategy since 2018. But her retirement is roughly nine months away. Moreover, Paul, who joined MFS in 2010 and who has 25 years of investment experience, has good credentials for serving as the sole oversight manager. A sizable and seasoned quant team, which handles the daily rebalancing and monitors the allocation mix of this fund of funds, remains in place. Meanwhile, the 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 strategy retains its Above Average People Pillar rating and its Above Process Pillar rating.

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Portfolio Holdings MDIKX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD

MFS Research International R6


MFS Emerging Markets Equity R6


MFS International Growth R6


MFS International Intrinsic Value R6


MFS International Large Cap Value R6


MFS International New Discovery R6


Currency Cash CASH_USD

Cash and Equivalents