MFS Diversified Fundamental Relationships

DIFFX -- USA Fund  

USD 13.08  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. Equity Positions Weight Fundamental Analysis

MFS Diversified Income Fund Cla is rated below average in equity positions weight among similar funds. It is rated # 3 fund in bond positions weight among similar funds creating about  1.40  of Bond Positions Weight per Equity Positions Weight.
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 
=
38.36 
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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

Search macroaxis.com