Morningstar

MFS International Diversification Fund Class R6 MDIZX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $30.46  /  +1.18 %
  • Fund Size $40.6B
  • Adjusted Expense Ratio 0.720%
  • Net Expense Ratio 0.000%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 2.10%
  • Turnover Ratio 1%
NAV and 1-Day Return as of

Morningstar’s Analysis MDIZX

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

  • People Pillar

    The People Pillar is our evaluation of the MDIZX 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 MDIZX’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 MDIZX

More MDIZX 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

27.42 12B
—

MFS Emerging Markets Equity R6

17.45 8B
—

MFS International Growth R6

14.96 7B
—

MFS International Intrinsic Equity R6

14.96 7B
—

MFS International Value R6

14.96 7B
—

MFS International New Discovery R6

9.97 4B
—

Currency Cash CASH_USD

0.29 127M
Cash and Equivalents

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