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DIFAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

MFS Diversified Income A (DIFAX) Ownership - Who owns MFS Diversified Income A?

The investment seeks total return with an emphasis on current income, but also considering capital appreciation... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

DIFAX

Net Assets

1.92B

Fund Existence

about 19 years

Turnover

48.00

Total Expense Ratio

0.89

Front Load

4.25%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

250

Morningstar Category

Global Moderately Conservative Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.95

Assets in Top Ten Holdings

690M

Average Credit Quality

Average Effective Duration

5.35

Average Effective Maturity

8.10

Fund of Funds

Fund Share Class Net Assets

1.11B

Fund Type

OpenEnd

Index Fund

Management Fee

0.55

Modified Duration

5.55

No Load Fund

Number of Long Holdings

1427.00

Number of Net Holdings

1465.00

Number of Short Holdings

38.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

35.26%

Gain YTD

3.226

Annual Yield % from dividends

4.77

Returns for 1 year

6.52

Returns for 3 years

12.24

Returns for 5 years

16.48

Returns for 10 years

35.98

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details