Mfs Diversified Mutual Fund Money Managers
| DIFDX Fund | USD 11.67 0.01 0.09% |
Mfs Diversified is run by 2 fund managers with a total tenure of about 3 years, averaging roughly 1.0 years of service per executive, having 0.5 employees per reported executive. Fund managers are in charge of implementing Mfs Diversified Me investing strategy and managing its portfolio trading activities. Break down of Mfs Diversified's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Mfs Diversified's future under-performance.
| Robert Almeida Executive Fund Manager |
| More |
| James Swanson Executive Fund Manager |
| More |
Mfs |
Mfs Diversified Net Asset Comparison
Mfs Diversified Income is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--30% to 50% Equity category is currently estimated at about 8.8 Billion. Mfs Diversified totals roughly 3.54 Billion in net asset claiming about 40% of funds in Allocation--30% to 50% Equity category.
Mfs Diversified Me Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Mfs Diversified Me Price Series Summation is a cross summation of Mfs Diversified price series and its benchmark/peer.
Mfs Diversified Notable Stakeholders
A Mfs Diversified stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Mfs Diversified often face trade-offs trying to please all of them. Mfs Diversified's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Mfs Diversified's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
| Robert Almeida | Fund Manager | Profile | |
| James Swanson | Fund Manager | Profile |
About Mfs Diversified Management Performance
The success or failure of an entity such as Mfs Diversified Me often depends on how effective the management is. Mfs Diversified management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Mfs management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Mfs management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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. 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 percent of these investments in below investment grade quality debt instruments.
Please note that past performance is not an indicator of the future performance of Mfs Diversified, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
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 unemployment. Note that the Mfs Diversified Me 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 Fundamental Analysis module to view fundamental data based on most recent published financial statements.