MFS Diversified Selected Fundamentals

DIFEX -- USA Fund  

USD 13.16  0.01  0.08%

MFS Diversified fundamental analysis lookup allows you to check this and other indicators for MFS Diversified Income Fund Cla or any other equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. Please check also Equity Screeners to view more equity screening tools

MFS Diversified Five Year Return Analysis

Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis
MFS Diversified Five Year Return  =
4.65 
MFS Diversified ValuationFundamentalsBuy or Sell

About Five Year Return

Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.
Compare to competition
According to company disclosure MFS Diversified Income Fund Cla has Five Year Return of 4.65%. This is much higher than that of the MFS family, and significantly higher than that of Family category, The Five Year Return for all funds is notably lower than the firm.

MFS Diversified Income Fundamental Drivers Relationships

MFS Diversified Income Fund Cla is one of the top funds in cash position weight among similar funds. It is rated below average in net asset among similar funds making up about  570,188,133  of Net Asset per Cash Position Weight.

MFS Diversified Bond Positions Weight Peer Comparison

  Bond Positions Weight 
      MFS Diversified Comparables 
MFS Diversified is currently under evaluation in bond positions weight among similar funds.

Fund Instrument Allocation for MFS Diversified

The fund invests 38.15% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (53.42%) , cash (6.91%) and various exotic instruments.
 Value 
      Instrument Type 

MFS Diversified current financial ratios



 
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