Mfs Diversified Income Fund Quote
DIFCX Fund | USD 12.10 0.02 0.17% |
Performance4 of 100
| Odds Of DistressLess than 41
|
Mfs Diversified is trading at 12.10 as of the 29th of March 2024; that is 0.17 percent up since the beginning of the trading day. The fund's open price was 12.08. Mfs Diversified has about a 41 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Mfs Diversified Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of April 2022 and ending today, the 29th of March 2024. 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
Moving together with Mfs Mutual Fund
0.75 | FPPJX | Mfs Prudent Investor | PairCorr |
0.75 | FPPQX | Mfs Prudent Investor | PairCorr |
0.73 | FPPRX | Mfs Prudent Investor | PairCorr |
0.74 | FPPSX | Mfs Prudent Investor | PairCorr |
0.75 | FPPUX | Mfs Prudent Investor | PairCorr |
0.76 | FPPVX | Mfs Prudent Investor | PairCorr |
Mfs Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Mfs Diversified's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Mfs Diversified or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
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 2024 |
Expense Ratio Date | 28th of June 2023 |
Fiscal Year End | February |
Mfs Diversified Income [DIFCX] is traded in USA and was established 29th of March 2024. 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 2.47 B in assets under management (AUM) with no minimum investment requirementsMfs Diversified Income is currently producing year-to-date (YTD) return of 0.76% with the current yeild of 0.03%, while the total return for the last 3 years was 0.25%.
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
ARE | Alexandria Real Estate | Stock | Real Estate |
WELL | Welltower | Stock | Real Estate |
VICI | VICI Properties | Stock | Real Estate |
TSM | Taiwan Semiconductor Manufacturing | Stock | Information Technology |
SUI | Sun Communities | Stock | Real Estate |
STOR | STORE Capital Corp | Stock | Real Estate |
SPG | Simon Property Group | Stock | Real Estate |
Mfs Diversified Target Price Odds Analysis
Based on a normal probability distribution, the odds of Mfs Diversified jumping above the current price in 90 days from now is near 1%. The Mfs Diversified Income probability density function shows the probability of Mfs Diversified mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Mfs Diversified Income has a beta of -0.0187 suggesting as returns on benchmark increase, returns on holding Mfs Diversified are expected to decrease at a much lower rate. During the bear market, however, Mfs Diversified Income is likely to outperform the market. Additionally, mfs Diversified Income has an alpha of 0.0233, implying that it can generate a 0.0233 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Mfs Diversified to move above the current price in 90 days from now is near 1 (This Mfs Diversified Income probability density function shows the probability of Mfs Mutual Fund to fall within a particular range of prices over 90 days) .
Mfs Diversified Income Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Mfs Diversified market risk premium is the additional return an investor will receive from holding Mfs Diversified long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Mfs Diversified. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Mfs Diversified's alpha and beta are two of the key measurements used to evaluate Mfs Diversified's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.2504 | |||
Semi Deviation | 0.3008 | |||
Standard Deviation | 0.3368 | |||
Variance | 0.1134 |
Mfs Diversified Against Markets
Picking the right benchmark for Mfs Diversified mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Mfs Diversified mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Mfs Diversified is critical whether you are bullish or bearish towards Mfs Diversified Income at a given time. Please also check how Mfs Diversified's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Mfs Diversified without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Mfs Mutual Fund?
Before investing in Mfs Diversified, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Mfs Diversified. To buy Mfs Diversified fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Mfs Diversified. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Mfs Diversified fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Mfs Diversified Income fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Mfs Diversified Income fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Mfs Diversified Income, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Mfs Diversified Income?
The danger of trading Mfs Diversified Income is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Mfs Diversified is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Mfs Diversified. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Mfs Diversified Income is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Mfs Diversified Income. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Mfs Diversified Income information on this page should be used as a complementary analysis to other Mfs Diversified's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
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When running Mfs Diversified's price analysis, check to measure Mfs Diversified's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Mfs Diversified is operating at the current time. Most of Mfs Diversified's value examination focuses on studying past and present price action to predict the probability of Mfs Diversified's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Mfs Diversified's price. Additionally, you may evaluate how the addition of Mfs Diversified to your portfolios can decrease your overall portfolio volatility.
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