MFS Diversified Three Year Return vs. Equity Positions Weight

DIFDX -- USA Fund  

USD 13.14  0.01  0.08%

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 Equity Positions Weight vs. Three Year Return Fundamental Analysis

MFS Diversified Income Fund Cla is one of the top funds in three year return among similar funds. It is rated # 2 fund in equity positions weight among similar funds making about  2.53  of Equity Positions Weight per Three Year Return.
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.
MFS Diversified 
Three Year Return 
(Mean of Monthly Returns - 1) 
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.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
MFS Diversified 
Stock Percentage 
% of Equities 
in the fund 
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

MFS Diversified Equity Positions Weight Comparison

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

MFS Diversified Fundamental Comparison