DIFEX Mutual Fund

DIFEX Mutual Fund (MFS Diversified Income Fund Class R2) is managed by MFS Investment Management with $789,079.47 in net assets. DIFEX expense ratio is 1.14%, holding 1401 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2008-07-01.

DIFEX performance shows a YTD return of 5.77%. The 1-year return is 10.69% and the 5-year return is 3.14%. DIFEX dividend yield stands at 4.79%, 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%). Go to all DIFEX holdings, DIFEX sectors, or DIFEX dividends.

DIFEX can be compared against other funds. Use DIFEX overlap to find shared positions, or DIFEX vs another fund for a side-by-side view. DIFEX alternatives are available via the screener, along with tax-loss harvesting opportunities.