MFS Diversified Fundamental Relationships

DIFCX -- USA Fund  

USD 13.05  0.02  0.15%

The Drivers Module shows relationships between MFS Diversified's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of MFS Diversified Income Fund Cla over time as well as its relative position and ranking within its peers. Additionally see Investing Opportunities

MFS Diversified Income Bond Positions Weight vs. Minimum Initial Investment Fundamental Analysis

MFS Diversified Income Fund Cla is rated below average in minimum initial investment among similar funds. It is rated below average in bond positions weight among similar funds creating about  0.05  of Bond Positions Weight per Minimum Initial Investment. The ratio of Minimum Initial Investment to Bond Positions Weight for MFS Diversified Income Fund Cla is roughly  18.58 
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
MFS Diversified 
Minimum Initial Investment 
=  
First Fund Deposit 
=
K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
MFS Diversified 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
53.81 
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

MFS Diversified Bond Positions Weight Comparison

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

MFS Diversified Fundamental Comparison

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