DIFEX

About DIFEX

MFS Diversified Income Fund Class R2 is a diversified mutual fund designed to provide total return with an emphasis on current income, while also considering capital appreciation. The fund employs a broad and flexible allocation across income-oriented asset classes, primarily investing in corporate and government debt securities, equities, and real estate-related securities. It features a strategic allocation typically around 35% stocks and 65% bonds, managed through multiple sleeves to enhance diversification and risk management. The investment approach combines active asset allocation with bottom-up security selection, aiming for consistency and capital preservation within the global moderately conservative allocation category. This fund appeals to investors seeking a blend of income generation and moderated exposure to capital markets, and often features medium credit quality and interest rate sensitivity. MFS Diversified Income Fund Class R2 is particularly positioned for retirement accounts or investors prioritizing steady income while maintaining some growth potential through diversified market exposures.