MFS Diversified Selected Fundamentals

DIFGX -- USA Fund  

USD 13.16  0.04  0.30%

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 Three Year Return Analysis

Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Three Year Return | All Equity Analysis
MFS Diversified Three Year Return  =
19.04 
MFS Diversified ValuationFundamentalsBuy or Sell

About Three Year Return

Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Compare to competition
Based on latest financial disclosure MFS Diversified Income Fund Cla has Three Year Return of 19.04%. This is much higher than that of the MFS family, and significantly higher than that of Family category, The Three Year Return for all funds is notably lower than the firm.

MFS Diversified Income Fundamental Drivers Relationships

MFS Diversified Income Fund Cla is rated # 4 fund in one year return among similar funds. It is rated below average in price to sales among similar funds fabricating about  0.23  of Price to Sales per One Year Return. The ratio of One Year Return to Price to Sales for MFS Diversified Income Fund Cla is roughly  4.26 

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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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