About DIFIX
MFS Diversified Income Fund Class I is a mutual fund that primarily seeks to provide a total return, placing particular emphasis on generating current income while also considering opportunities for capital appreciation. The fund employs a diversified approach, investing across multiple income-oriented asset classes—including corporate and government debt securities, equities, and real estate-related securities. Its investment strategy utilizes active asset allocation and rigorous bottom-up security selection, aiming to balance income potential with prudent risk management. Notably, the fund splits its assets with a target allocation of approximately 35% stocks and 65% bonds, providing broad exposure to both equity and fixed income markets. The fund's portfolio encompasses a wide variety of sectors, featuring corporate bonds, high-yield securities, government debt, and real estate investment trusts (REITs) among its holdings. Since its inception in 2006, MFS Diversified Income Fund Class I has aimed to serve investors seeking a stable income stream with the possibility of long-term growth, supported by monthly distributions and a disciplined management approach in the evolving global financial landscape.
Fund Family MFS
Category Mix Tgt Alloc Con
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol DIFIX
Share Class I
Index S&P 500 TR
DIFIX had a total return of 10.80% in the past year, including dividends.
Since the fund's inception, the average annual return has been 5.84%.
