| Amount | Holding |
|---|---|
| 26.14% | MFS High Yield Pooled |
| 1.75% | 2 Year Treasury Note Future June 20 |
| 1.73% | 10 Year Treasury Note Future June 20 |
| 1.50% | Prologis Inc |
| 1.32% | Equinix Inc |
| 1.17% | Public Storage |
| 1.03% | Federal National Mortgage Association 3% |
| 0.84% | Roche Holding AG Dividend Right Cert. |
| 0.82% | Mid-America Apartment Communities Inc |
| 0.81% | United States Treasury Bonds 2.5% |
| 0.80% | American Homes 4 Rent Class A |
| 0.79% | Welltower Inc |
| 0.76% | Sun Communities Inc |
| 0.76% | Equity Lifestyle Properties Inc |
| 0.74% | Taiwan Semiconductor Manufacturing Co Ltd ADR |
| 0.70% | AvalonBay Communities Inc |
| 0.67% | Alexandria Real Estate Equities Inc |
| 0.66% | United States Treasury Bonds 2.88% |
| 0.65% | United States Treasury Notes 1.75% |
| 0.61% | VICI Properties Inc Ordinary Shares |
| 0.60% | Urban Edge Properties |
| 0.59% | STORE Capital Corp |
| 0.56% | Stag Industrial Inc |
| 0.55% | Federal National Mortgage Association 3.5% |
Expense Ratio Rating
5 /10
Expense Rating
0 /10
Market Score
9 /10
Category Score
5 /10
Market Size
9 /10
$DIFAX Alternatives
52%
FI Score
- difax
- Mutual Fund
- Allocation
- All-In-One
MFS Diversified Income Fund Class A
Expenses: 0.97% (Better than 0% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why ยป