MFS Diversified Income C
500 Boylston St 15th ST Boston MA 02116
Map
Phone: 800-225-2606
| Category: | Conservative Allocation | | Fund Family: | MFS | | Net Assets: | 71.38M | | Year-to-Date Return: | -6.68% | | Yield: | 4.24% | | Morningstar Rating: | N/A | | Fund Inception Date: | 26-May-06 |
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James T. Swanson
Lead Manager since
26-May-06 | | | Swanson is a senior vice president of MFS Investment Management. He joined MFS in 1985 as vice president and was named senior vice president in 1989. Swanson earned his Chartered Financial Analyst designation in 1979. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return with emphasis on current income, but also considering capital appreciation. The fund invests primarily in a broad range of debt instruments and equity securities, including convertible and real estate related securities. For the debt portion, it may invest assets in all types of corporate and government debt instruments of U.S. and foreign issues, including lower-rated debt instruments and debt instruments of emerging-market issuers. For the equity portion, the fund focuses on investing the assets in dividend-paying stocks and/or in the stocks of companies that are value companies. |
| Last Dividend
(30-Sep-08):
| 0.04 | | Last Cap Gain
(14-May-08):
| 0.01 | | Annual Holdings Turnover
| 89.00% | | Average for Category:
| 60.16% |
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| Expense | DIFCX | Category
Avg | | Total Expense Ratio: | 1.65%
| 0.97% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.97% | | Max Deferred Sales Load: | 1.00%
| 2.78% | | 3 Yr Expense Projection*: |
$569 | $700 | | 5 Yr Expense Projection*: |
$995 | $1,083 | | 10 Yr Expense Projection*: |
$2,182 | $2,095 |
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11.08% Nasdaq 0.00%
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