Nasdaq - Delayed Quote USD

MFS Diversified Income Fund (DIFAX)

12.33 +0.01 (+0.08%)
As of 8:05 AM EST. Market Open.
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DELL
  • Previous Close 12.32
  • YTD Return 6.49%
  • Expense Ratio 0.89%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain -2.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 2.1B
  • Beta (5Y Monthly) 0.82
  • Yield 3.95%
  • 5y Average Return --
  • Holdings Turnover 60.00%
  • Last Dividend 0.41
  • Inception Date Jul 1, 2008

The fund normally invests its assets primarily in a broad range of debt instruments and equity securities of U.S. and foreign issuers, including real estate-related investments and emerging market securities. MFS focuses the fund’s debt investments on investment grade quality corporate bonds, U.S. government securities, below investment grade quality debt instruments of developed market issuers, and debt instruments of emerging market issuers. MFS may invest up to 100% of these investments in below investment grade quality debt instruments.

MFS

Fund Family

Allocation--30% to 50% Equity

Fund Category

2.1B

Net Assets

2008-07-01

Inception Date

Performance Overview: DIFAX

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Trailing returns as of 11/6/2024. Category is Allocation--30% to 50% Equity.

YTD Return

DIFAX
6.49%
Category
5.91%
?

1-Year Return

DIFAX
18.07%
Category
18.59%
?

3-Year Return

DIFAX
1.10%
Category
8.56%
?

5-Year Return

DIFAX
2.72%
Category
7.44%
?

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Holdings: DIFAX

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Top 6 Holdings (26.47% of Total Assets)

SymbolCompany% Assets
HYPPX
MFS High Yield Pooled 22.36%
PLD
Prologis, Inc. 1.17%
EQIX
Equinix, Inc. 0.89%
DLR
Digital Realty Trust, Inc. 0.72%
SUI
Sun Communities, Inc. 0.68%
MAA
Mid-America Apartment Communities, Inc. 0.65%

Sector Weightings

Recent News: DIFAX

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Research Reports: DIFAX

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