Mfs Diversified Income Fund Quote

DIFHX Fund  USD 12.33  0.04  0.33%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
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 ConcentrationMFS Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, MFS (View all Sectors)
Update Date31st 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

Stocks29.93%Bonds20.03%C...100%

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.
Realestate37.79%Healthcare12.65%Consumer Defensive11.3%Financial Services9.53%Utilities9.14%TechnologyBasic MaterialsIndustrialsC...Cons...Energy100%
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

MPWMedical Properties TrustStockReal Estate
WELLWelltowerStockReal Estate
AMHAmerican Homes 4StockReal Estate
VICIVICI PropertiesStockReal Estate
TSMTaiwan Semiconductor ManufacturingStockInformation Technology
SUISun CommunitiesStockReal Estate
SPGSimon Property GroupStockReal Estate
ROGRogersStockInformation Technology
More Details

Mfs Diversified Income Risk Profiles

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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