- What does MDIZX invest in?
- The fund is designed to provide diversification within the international asset class by investing the majority of its assets in other mutual funds advised by the adviser, referred to as underlying funds. The adviser seeks to diversify the fund's investments in terms of market capitalization (by including large, mid, and/or small cap underlying funds), by style (by including both growth and value underlying funds), and by geography (by including developed and emerging market underlying funds).
- What is the expense ratio of MDIZX?
- MFS International Diversification Fund (MDIZX) charges an expense ratio of 0.73%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is MDIZX?
- MFS International Diversification Fund (MDIZX) manages $44.97B 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 MDIZX actively managed or an index fund?
- MDIZX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was MDIZX launched?
- MFS International Diversification Fund (MDIZX) launched in October 2017 and is managed by the fund issuer.
- How has MDIZX performed?
- MDIZX'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.
