Mfs Diversified Income Fund Quote
| DIFHX Fund | USD 12.33 0.04 0.33% |
PerformanceVery Weak
| Odds Of DistressLow
|
Mfs Diversified is trading at 12.33 as of the 3rd of March 2025; that is 0.33% up since the beginning of the trading day. The fund's open price was 12.29. Mfs Diversified has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of February 2025 and ending today, the 3rd of March 2025. Click here to learn more.
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 funds debt investments on investment grade quality corporate bonds, U.S. More on Mfs Diversified Income
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, MFS (View all Sectors) |
| Update Date | 31st of March 2025 |
Mfs Diversified Income [DIFHX] is traded in USA and was established 3rd of March 2025. Mfs Diversified is listed under MFS category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of MFS family. This fund currently has accumulated 3.54 B in assets under management (AUM) with no minimum investment requirementsMfs Diversified Income is currently producing year-to-date (YTD) return of 2.95% with the current yeild of 0.05%, while the total return for the last 3 years was 3.09%.
Check Mfs Diversified Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Diversified Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs Diversified Income Mutual Fund Constituents
| MPW | Medical Properties Trust | Stock | Real Estate | |
| WELL | Welltower | Stock | Real Estate | |
| AMH | American Homes 4 | Stock | Real Estate | |
| VICI | VICI Properties | Stock | Real Estate | |
| TSM | Taiwan Semiconductor Manufacturing | Stock | Information Technology | |
| SUI | Sun Communities | Stock | Real Estate | |
| SPG | Simon Property Group | Stock | Real Estate | |
| ROG | Rogers | Stock | Information Technology |
Mfs Diversified Income Risk Profiles
| Mean Deviation | 0.2749 | |||
| Semi Deviation | 0.309 | |||
| Standard Deviation | 0.3632 | |||
| Variance | 0.1319 |
Mfs Diversified Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Diversified financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Diversified security.
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