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DIFDX

Mutual Fund ticker: NASDAQ

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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

1.9B

Fund Existence

about 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

5.20

Average Effective Maturity

7.94

Fund of Funds

Fund Share Class Net Assets

196K

Fund Type

OpenEnd

Index Fund

Management Fee

0.55

Modified Duration

5.52

No Load Fund

Number of Long Holdings

1413.00

Number of Net Holdings

1454.00

Number of Short Holdings

41.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

35.00%

Gain YTD

5.803

Annual Yield % from dividends

4.16

Returns for 1 year

3.83

Returns for 3 years

18.40

Returns for 5 years

13.26

Returns for 10 years

36.84

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details