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MFS Intl Diversification C (MDIGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.330.00 (0.00%)
At close: 06:45PM EDT

MFS Intl Diversification C

BOSTON MA 02199

111 HUNTINGTON AVENUE 24TH FLOOR

MFS SERIES TRUST X

18006372929
Management information
,Lead manager since 31 December 2023
John W. Mahoney, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). John serves as a portfolio manager for the International Diversification and International Research strategies. He also serves as an institutional portfolio manager for the firm's International Intrinsic Value and U.S. Intrinsic Value strategies. As an institutional portfolio manager, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. John joined the firm in 2005. He served as a senior strategist--investment product specialist before becoming a portfolio manager and institutional portfolio manager in 2024. John earned a bachelor's degree from Bentley College. He is a CFA charter holder and is a member of the CFA Society Boston, Inc.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryForeign Large Blend
Fund familyMFS
Net assets37.77B
YTD return1.74%
Yield1.53%
Morningstar rating★★★
Inception date1 Oct 2017

Fund operations

Last dividend0.34
Last cap gain6.00
Holdings turnover7.00%
Average for categoryN/A

Fees and expenses

ExpenseMDIGXCategory average
Annual report expense ratio (net)0.73%0.92%
Prospectus net expense ratio0.73%N/A
Prospectus gross expense ratio0.74%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.28%
Max deferred sales loadN/A1.46%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A