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MFS Diversified Income R4 (DIFGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
11.940.00 (0.00%)
At close: 08:00PM EDT

MFS Diversified Income R4

Boston, MA 2199

111 Huntington Avenue 24th Floor

Mfs Series Trust Xiii

1-800-637-2929
Management Information
Matthew W. Ryan,Lead Manager since May 25, 2006
Matthew W. Ryan, CFA, is an investment officer and a portfolio manager of Massachusetts Financial Services Company. Before joining the firm in 1997, Matt worked for four years as an economist at the International Monetary Fund and for five years as an international economist with the U.S. Department of the Treasury. He was named a portfolio manager at MFS in 1998. He is a graduate of Williams College and earned a master's degree in international economics and foreign policy from Johns Hopkins University. Matt also holds the Chartered Financial Analyst (CFA) designation.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--30% to 50% Equity
Fund FamilyMFS
Net Assets2.26B
YTD Return-0.27%
Yield3.86%
Morningstar Rating★★★
Inception DateMay 25, 2006

Fund Operations

Last Dividend0.08
Last Cap Gain-4.00
Holdings Turnover62.00%
Average for CategoryN/A

Fees & Expenses

ExpenseDIFGXCategory Average
Annual Report Expense Ratio (net)0.89%0.72%
Prospectus Net Expense Ratio0.89%N/A
Prospectus Gross Expense Ratio0.95%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.82%
Max Deferred Sales LoadN/A1.38%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A