Morningstar

MFS International Diversification Fund Class R1 MDIOX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $28.44  /  −0.35 %
  • Fund Size $40.5B
  • Adjusted Expense Ratio 1.820%
  • Net Expense Ratio 1.100%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Small
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Limited
  • TTM Yield 1.15%
  • Turnover Ratio 1%
NAV and 1-Day Return as of

Morningstar’s Analysis MDIOX

Will MDIOX outperform in the 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 MDIOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A superior all-in-one international vehicle for the long haul.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

MFS International Diversification has several factors in its favor, and it is a strong source of broad-based foreign stock exposure.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings MDIOX

More MDIOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Research International R6

27.47 11B
—

MFS Emerging Markets Equity R6

17.40 7B
—

MFS International Growth R6

14.96 6B
—

MFS International Intrinsic Equity R6

14.94 6B
—

MFS International Value R6

14.90 6B
—

MFS International New Discovery R6

9.98 4B
—

Currency Cash CASH_USD

0.34 140M
Cash and Equivalents

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