DIFAX Mutual Fund

DIFAX Mutual Fund (MFS Diversified Income Fund Class A) is managed by MFS Investment Management with $998.5M in net assets. DIFAX expense ratio is 0.89%, holding 1401 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2006-05-26.

DIFAX performance shows a YTD return of 2.73%. The 1-year return is 4.42% and the 5-year return is 3.26%. DIFAX dividend yield stands at 5.34%, paid monthly.

DIFAX 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 DIFAX holdings, DIFAX sectors, or DIFAX dividends.

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