MFS® Diversified Income Fund

Scorecard
4 / 5 Stars
Lipper
5 5 4 3 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C- (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 2.74 0.15 2.58
Stocks 38.87 0.0 38.87
Bonds 35.8 0.0 35.8
Other 1.07 0.05 1.02
Foreign Bonds 20.52 0.0 20.52
Foreign Stocks 0.73 0.0 0.73
Convertible 0.04 0.0 0.04
Preferred 0.43 0.0 0.43

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
MFS® High Yield Pooled --- --- 25.31
Simon Property Group Inc SPG 7.25 2.35
US Treasury Note 2.125% --- --- 2.25
US Treasury Note 0.875% --- --- 1.49
Vornado Realty Trust VNO 9.48 1.38
Public Storage PSA 12.07 1.37
Exxon Mobil Corporation XOM -5.01 1.07
Equity Lifestyle Properties, Inc. ELS 11.65 0.99
Boston Properties Inc BXP 11.76 0.97
AvalonBay Communities Inc AVB 9.12 0.92

Bond Ratings (%)

Updated 01.31.2014

Sector DIFAX
AAA 29.68
AA 5.78
A 2.46
BBB 14.8
BB 22.16
B 21.09
Below B 6.76
Other -2.73

Conservative Allocations

Highest Returns (10-year)

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