MFS International Diversification Fund Class A

Frequently Asked Questions About MDIDX

What does MDIDX invest in?

The primary goal of this fund is to achieve long-term growth in your investment. It is designed to offer wide-ranging exposure within the global market by primarily investing its capital in a curated selection of other mutual funds, all managed by the same advisory firm. The fund's manager actively works to spread its investments across various segments. This includes diversifying by: Company Size: Allocating capital to underlying funds that focus on businesses of large, medium, and/or small market capitalizations. Investment Approach: Incorporating funds that follow both growth-oriented and value-focused strategies. Geographic Region: Directing investments towards funds that target both established developed economies and dynamic emerging markets around the world.

What is the expense ratio of MDIDX?

MFS International Diversification Fund Class A (MDIDX) charges an expense ratio of 1.08%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MDIDX?

MFS International Diversification Fund Class A (MDIDX) manages $41.77B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is MDIDX actively managed or an index fund?

MDIDX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was MDIDX launched?

MFS International Diversification Fund Class A (MDIDX) launched in September 2004 and is managed by MFS.

How has MDIDX performed?

MDIDX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.