MFS Diversified Target Return I (DVRIX)
10.41 0.01(0.10%) Dec 6
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for DVRIX at this time.
|Symbol||% Assets||YTD Return %|
|Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 0.583 Jul 30 23||3.81||N/A|
|Irs Gbp 10y Rec 2.4325 (6m) 20230801 Jpm 2.432 Jul 30 23||3.78||N/A|
|Citi Usd Irs 0.261 May 29 43||3.33||N/A|
|Citi Usd Irs 3.089 May 29 43||3.05||N/A|
|Db Gbp Irs 0.593 Aug 23 22||2.86||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.14%|
Performance & Risk
|5y Avg Return:||8.25%|
|Rank in Category (ytd):||20|
|% Rank in Category (ytd):||7.09%|
|Morningstar Risk Rating:||3|
The investment seeks total return that exceeds the rate of inflation over the long term.
The fund's investment strategy attempts to separate security selection decisions from market and currency exposure decisions. The adviser and sub-adviser generate returns from a combination of (1)The adviser's individual security selection of primarily equity securities and (2)Subadviser's tactical market and currency exposure strategies using derivatives. Derivatives include futures, forward contracts, options, structured securities, inverse floating rate instruments, and swaps. View More