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MFS Diversified Income A (DIFAX)

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MFS Diversified Income A

Mfs Series Trust Xiii111 Huntington Avenue 24th FloorBoston, MA 2199
800-225-2606
Management Information
James L. Swanson,Lead Manager since May 25, 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.
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 Assets4.02B
YTD Return5.96%
Yield3.06%
Morningstar Rating★★★★★
Inception DateMay 25, 2006

Fund Operations

Last Dividend0.03
Last Cap Gain0.00
Holdings Turnover46.00%
Average for CategoryN/A

Fees & Expenses

ExpenseDIFAXCategory Average
Annual Report Expense Ratio (net)1.00%0.81%
Prospectus Net Expense Ratio1.02%N/A
Prospectus Gross Expense Ratio1.02%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load4.25%4.79%
Max Deferred Sales LoadN/A1.79%
3 Yr Expense Projection736N/A
5 Yr Expense Projection964N/A
10 Yr Expense Projection1,620N/A