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    MFS Diversified Income A (DIFAX)

    11.85 0.00(0.00%) May 27

    Profile as of Apr 29, 2016Get Profile for:
    MFS Diversified Income A
    Mfs Series Trust Xiii111 Huntington Avenue 24th FloorBoston, MA 2199
    Phone: 800-225-2606
    Fund Overview 
    Category:Allocation--30% to 50% Equity
    Fund Family:MFS
    Net Assets:3.27B
    Year-to-Date Return:4.56%
    Morningstar Rating:4 stars
    Fund Inception Date:May 26, 2006
    Morningstar Style Box 
    Allocation--30% to 50% Equity
    [View Category Definition]
    View Top Allocation--30% to 50% Equity Funds
    About the Morningstar Style Box
    Management Information 
    James L. Swanson
    Lead Manager since May 26, 2006
    James T. Swanson, CFA, is an investment officer and chief investment strategist of MFS Investment Management® (MFS®). He is also a portfolio manager of a multi strategy income fund. James joined MFS in 1985. He was named fixed income strategist in 2001 and chief investment strategist in 2004. He is a graduate of Colgate University and the Harvard University Graduate School of Business Administration. James holds the Chartered Financial Analyst (CFA) designation.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:250
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    DIFAX can be purchased from 96 brokerages.

    Fund Summary 
    The investment seeks total return with emphasis on current income, but also considering capital appreciation. The fund normally invests its assets primarily in a broad range of debt instruments and equity securities of U.S. and foreign issuers, including convertible securities, real estate-related investments, and emerging market securities. MFS focuses the fund's debt investments on U.S. government securities, below investment grade quality debt instruments of developed market issuers, and debt instruments of emerging market issuers. MFS may invest up to 100% of these investments in below investment grade quality debt instruments.

    Fund Operations 
    Last Dividend (Dec 21, 2015) : 0.04
    Last Cap Gain : 0.00
    Annual Holdings Turnover (May 25, 2016) : 62.00%
    Average for Category:47.02%
    Fees & Expenses 
    ExpenseDIFAXCategory Avg
    Annual Report Expense Ratio (net):1.01%0.80%
    Prospectus Net Expense Ratio:1.04%N/A
    Prospectus Gross Expense Ratio:1.06%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:4.25%4.96%
    Max Deferred Sales Load: N/A2.08%
    3 Yr Expense Projection*:746609
    5 Yr Expense Projection*:983946
    10 Yr Expense Projection*:1,6621,835
    * Per $10,000 invested