DIFIX Mutual Fund

DIFIX Mutual Fund (MFS Diversified Income Fund Class I) is managed by MFS Investment Management with $495.0M in net assets. DIFIX expense ratio is 0.64%, holding 1401 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2006-05-26.

DIFIX performance shows a YTD return of 6.07%. The 1-year return is 11.24% and the 5-year return is 3.66%. DIFIX dividend yield stands at 5.24%, paid monthly.

DIFIX 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 DIFIX holdings, DIFIX sectors, or DIFIX dividends.

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