DIFEX Mutual Fund
DIFEX Mutual Fund
MFS Diversified Income Fund Class R2
DIFEX Mutual Fund Overview
DIFEX Mutual Fund (MFS Diversified Income Fund Class R2) is managed by MFS Investment Management with $778,620.51 in net assets. DIFEX expense ratio is 1.14%, holding 1401 positions across sectors including Unknown, Financials, Other. Inception date: 2008-07-01.
DIFEX performance shows a YTD return of 3.19%. The 1-year return is 9.81% and the 5-year return is 3.29%. DIFEX dividend yield stands at 4.85%, paid monthly.
DIFEX top holdings include Mfs High Yield Pooled Portfolio (21.9%), Prologis Inc (1.5%), Equinix Inc. Real Estate Investment Trust (1.1%), Simon Property Group Inc (0.9%), Digital Realty Trust Inc. (0.8%). View all DIFEX holdings, sector breakdown, or dividend history.
DIFEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DIFEX alternatives are available via the screener, along with tax-loss harvesting opportunities.