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DIFFX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

MFS Diversified Income R3 (DIFFX) Ownership - Who owns MFS Diversified Income R3?

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

DIFFX

Net Assets

1.92B

Fund Existence

almost 17 years

Turnover

48.00

Total Expense Ratio

0.89

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

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

7.74M

Fund Type

OpenEnd

Index Fund

Management Fee

0.55

Modified Duration

5.55

No Load Fund

Yes

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

1.692

Annual Yield % from dividends

4.70

Returns for 1 year

5.99

Returns for 3 years

11.95

Returns for 5 years

20.52

Returns for 10 years

33.91

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details