MFS® International Diversification Fund

MDIJX
$ 20.26
$0.09 As of 04/18/18
$11.4B
As of 03/31/18
Morningstar
View Overall Morningstar Ratings Information

MFS® International Diversification Fund

MDIJX
$0.09 As of 04/18/18
As of 03/31/18
MDIJX
$ 20.26
$0.09 As of 04/18/18
$11.4B
As of 03/31/18
Morningstar
View Overall Morningstar Ratings Information
INVESTMENT OBJECTIVE

Seeks capital appreciation.

INVESTMENT FOCUS

Diversified portfolio of five MFS international stock funds, including emerging markets

Combines styles, geographies, and market capitalizations with disciplined rebalancing

Strategic risk-based approach to portfolio construction which efficiently diversifies across international equity markets

Fund Information

Fund Commencement
09/30/04
Net Assets ($ M)
As of 03/31/18
$11481.16
Fiscal Year End
MAY
Benchmark
MSCI All Country World (ex-US) Index measures developed and emerging market stock markets.
MSCI All Country World (ex-US) Index (net div)

Top 10 Holdings

As of 03/31/18
  • Nestle SA
  • Roche Holding AG
  • Reckitt Benckiser Group PLC
  • Schneider Electric SE
  • Amadeus IT Group SA
  • Danone SA
  • AIA Group Ltd
  • Taiwan Semiconductor Manufacturing Co Ltd ADR
  • L'Oreal SA
  • Bayer AG

Important Risk Considerations

The fund may not achieve its objective and/or you could lose money on your investment in the fund.

Stock markets and investments in individual stocks are volatile and can decline significantly in response to or investor perception of,  issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions.

Investments in foreign markets can involve greater risk and volatility than U.S. investments because of adverse market, currency, economic, industry, political, regulatory, geopolitical, or other conditions.

MFS’ strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own objective and strategies and may not achieve its objective.  In addition, shareholders of the fund will indirectly bear the fees and expenses of the underlying funds.

Please see the prospectus for further information on these and other risk considerations.

Performance

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Average Annual Total Returns %

Average Annual Total Returns %

These results represent the percent change in net asset value.
Monthly | Quarterly As of 03/31/18 (*YTD Updated Daily, As of 04/18/18 , subject to revision and not annualized.)

    Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

    MORNINGSTAR RATING
    Morningstar Overall Rating As of 03/31/18 Class I Shares

    Morningstar Foreign Large Blend

    Morningstar ratings are based on risk adjusted performance.

    OVERALL
    Out Of Funds
    NA
    OVERALL MORNINGSTAR RATING
    Morningstar Overall Rating As of 03/31/18 Class I Shares

    Morningstar Foreign Large Blend

    Morningstar ratings are based on risk adjusted performance.

    NA
    THREE YEAR
    Out Of Funds
    NA
    FIVE YEAR
    Out Of Funds
    NA
    TEN YEAR
    Out Of Funds
    NA

    Important Performance Information

    Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

    Sales Charges

    Class I shares ("I") have no sales charge or Rule 12b-1 fees and are available only to eligible investors.

    Annual Rate of Return %
    Pricing & Distributions