OUR PRODUCTS

MOBILE APPS

GENERAL INFO

Help

DIFDX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

MFS Diversified Income R1 (DIFDX) Ownership - Who owns MFS Diversified Income R1?

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

DIFDX

Net Assets

1.88B

Fund Existence

over 17 years

Turnover

48.00

Total Expense Ratio

1.64

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Global Moderately Conservative Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.71

Assets in Top Ten Holdings

690M

Average Credit Quality

Average Effective Duration

5.05

Average Effective Maturity

7.87

Fund of Funds

Fund Share Class Net Assets

199K

Fund Type

OpenEnd

Index Fund

Management Fee

0.55

Modified Duration

5.44

No Load Fund

Number of Long Holdings

1399.00

Number of Net Holdings

1429.00

Number of Short Holdings

30.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

34.86%

Gain YTD

6.737

Annual Yield % from dividends

4.32

Returns for 1 year

3.84

Returns for 3 years

29.64

Returns for 5 years

14.71

Returns for 10 years

35.56

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I.Advisor

published price charts

These past five trading days, the mutual fund lost 0.00%.

View AI-Driven Trading for DIFDX

A.I. Advisor

published General Information

General Information

Category ModerateAllocation

Profile

Fundamentals

Details