4 / 5 Stars
5 5 4 3 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#29 in Conservative Allocation
U.S. News evaluated 187 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 12.05 percent over the past year, 9.09 percent over the past three years, and 13.66 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.3%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||13.7%|
|10 Years (Annualized)||N/A|
The investment seeks total return with emphasis on current income, but also considering capital appreciation. The fund normally invests its assets primarily in a broad range of debt instruments and equity securities of U.S. and foreign issuers, including convertible securities, real estate-related investments, and emerging market securities. It focuses the fund's debt investments on U.S. government securities, less than investment grade quality debt instruments (lower quality debt instruments), and debt instruments of emerging market issuers.
Fees are Above Average compared to funds in the same category.
MFS® Diversified Income Fund has an expense ratio of 1.06 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.