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MFS Diversified Income A (DIFAX)

12.50 Up 0.01(0.08%) Sep 17

Profile as of Aug 30, 2014Get Profile for:
MFS Diversified Income A
111 Huntington Avenue24th Floor
Phone: 800-225-2606
Fund Overview 
Category:Conservative Allocation
Fund Family:MFS
Net Assets:2.35B
Year-to-Date Return:8.79%
Morningstar Rating:5 stars
Fund Inception Date:May 26, 2006
Morningstar Style Box 
Conservative Allocation
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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 87 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. It focuses the fund's debt investments on U.S. government securities, less than investment grade quality debt instruments (lower quality debt instruments), and debt instruments of emerging market issuers.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (May 29, 2014) : 0.00
Annual Holdings Turnover (Sep 16, 2014) : 63.00%
Average for Category:39.39%
Fees & Expenses 
ExpenseDIFAXCategory Avg
Annual Report Expense Ratio (net):1.06%0.84%
Prospectus Net Expense Ratio:1.07%N/A
Prospectus Gross Expense Ratio:1.08%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:4.75%4.92%
Max Deferred Sales Load: N/A2.39%
3 Yr Expense Projection*:801572
5 Yr Expense Projection*:1,041888
10 Yr Expense Projection*:1,7291,792
* Per $10,000 invested