MFS International Diversification's strengths remain intact. Its less-expensive share classes retain their Morningstar Analyst Ratings of Silver and Bronze, while the pricier share classes stay at Neutral.
MFS Intl Diversification I MDIJX
NAV / 1-Day Return
20.26
/
0.69
%
Total Assets
32.3 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.830%
Expense Ratio
0.830%
Fee Level
Average
Longest Manager Tenure
3.82
years
Category
Foreign Large Blend
Investment Style
Large BlendMin. Initial Investment
0
Status
Open
TTM Yield
2.15%
Turnover
9%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MDIJX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MDIJX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MDIJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MDIJX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A superior source of wide-ranging foreign-stock exposure.
