MFS Diversified Profile

Performance

88
   

Odds of Distress

Check how we calculate scores
Equity ratings for MFS Diversified Income Fd Cl R5 are calculated based on Macroaxis scoring framework. The performance scores are derived for the period starting July 24, 2019 and ending today October 22, 2019. Click here to learn more.

MFS Diversified Profile

The investment seeks total return with emphasis on current income, but also considering capital appreciation. MFS Diversified is traded on BATS Exchange in USA. more
NameMFS Diversified Income Fd Cl R5
Macroaxis Advice
InstrumentUSA Fund View All
Business AddressMfs Series Trust Xiii
ExchangeBATS Exchange
Fund FamilyMFS
Fund CategoryAllocation--30% to 50% Equity
BenchmarkDOW
Phone800 225 2606
CurrencyUSD - US Dollar
Beta In Three Year0.61
StartdateMarch 1, 2018
MFS Diversified Income Fd Cl R5 [DIFHX] is traded in USA and was established October 22, 2019. The fund is listed under Allocation--30% to 50% Equity category and is part of MFS family. MFS Diversified Income currently has accumulated 3.87 B in assets under management (AUM) with minimum initial investment of 0. , while the total return for the last 3 years was 8.84%.
Check MFS Diversified Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Top Fund Constituents

MFS Diversified Target Price Odds Analysis

Odds Below 13.12HorizonTargetOdds Above 13.12
94.64%30 days 13.12 5.09%
Based on normal probability distribution, the odds of MFS Diversified to move above current price in 30 days from now is about 5.09 (This MFS Diversified Income Fd Cl R5 probability density function shows the probability of MFS Diversified Fund to fall within a particular range of prices over 30 days) .

MFS Diversified Income Risk Profiles

MFS Diversified Against Markets

Did you try this?

Run Piotroski F Score Now

   

Piotroski F Score

Get Piotroski F Score based on binary analysis strategy of nine different fundamentals
All  Next Launch Module

MFS Diversified Distributions to stockholders

Additionally see Investing Opportunities. Please also try Theme Ratings module to determine theme ratings based on digital equity recommendations. macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Search macroaxis.com