DIFCX : MFS Diversified Income Fund Class C

DIFCX is a Allocation Market All-In-One with HIGH fees.

DIFCX

MFS Diversified Income Fund Class C

FI Score

42 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

42% FI Score
  • difcx
  • Mutual Fund
  • Allocation
  • All-In-One

MFS Diversified Income Fund Class C

Expenses: 1.72% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks total return with emphasis on current income, but also considering capital appreciation. The fund normally invests its assets primarily in a broad range of debt instruments and equity securities of U.S. and foreign issuers, including real estate-related investments and emerging market securities. MFS focuses the fund's debt investments on U.S. government securities, below investment grade quality debt instruments of developed market issuers, and debt instruments of emerging market issuers. MFS may invest up to 100% of these investments in below investment grade quality debt instruments.

Largest Holdings

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%

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