Nasdaq - Delayed Quote USD

MFS International Diversification Fund (MDIGX)

22.56 +0.16 (+0.71%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.82%
5y Average Return 6.30%
Number of Years Up 13
Number of Years Down 6
Best 1Y Total Return (May 31, 2024) 33.23%
Worst 1Y Total Return (May 31, 2024) --
Best 3Y Total Return 33.23%
Worst 3Y Total Return -1.45%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MDIGX
Category
YTD
1.74%
9.07%
1-Month
-2.17%
-1.09%
3-Month
3.48%
5.12%
1-Year
5.04%
33.76%
3-Year
-1.12%
8.50%
5-Year
4.49%
10.08%
10-Year
4.50%
5.80%
Last Bull Market
16.56%
14.90%
Last Bear Market
-12.61%
-23.70%

Annual Total Return (%) History

Year
MDIGX
Category
2024
--
--
2023
13.13%
--
2022
-17.93%
--
2021
6.62%
--
2020
14.13%
9.30%
2019
24.73%
21.59%
2018
-11.91%
-14.59%
2017
29.00%
25.12%

2016
1.40%
0.79%
2015
-0.89%
-1.59%
2014
-4.76%
-4.98%
2013
16.05%
19.44%
2012
17.23%
18.29%
2011
-10.07%
-13.97%
2010
12.42%
10.24%
2009
33.23%
31.24%
2008
-40.68%
-43.99%
2007
12.08%
12.71%
2006
26.29%
24.77%
2005
15.83%
14.72%
2004
--
17.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.99% -- -- --
2023 7.30% 2.35% -5.06% 8.50%
2022 -9.22% -12.61% -9.64% 14.49%
2021 1.56% 4.73% -2.65% 2.96%
2020 -19.97% 16.88% 7.64% 13.35%
2019 11.72% 3.82% -1.45% 9.13%
2018 -0.47% -0.52% 1.05% -11.95%
2017 7.77% 8.50% 4.54% 5.53%
2016 0.00% 0.80% 5.81% -4.93%
2015 4.69% 0.37% -8.86% 3.49%

2014 -0.49% 4.28% -5.83% -2.53%
2013 4.43% -1.23% 8.73% 3.49%
2012 11.95% -5.97% 6.43% 4.64%
2011 2.10% 2.72% -17.84% 4.36%
2010 1.35% -11.17% 15.38% 8.21%
2009 -12.18% 23.66% 19.34% 2.79%
2008 -7.53% -1.45% -19.80% -18.84%
2007 2.84% 6.91% 2.76% -0.80%
2006 10.64% -0.84% 4.39% 10.27%
2005 0.00% -1.23% 12.17% 4.55%
2004 13.84% -- -- --

Rank in Category (By Total Return)

YTD 69
1-Month 25
3-Month 42
1-Year 83
3-Year 85
5-Year 77

Load Adjusted Returns

1-Year 4.04%
3-Year -1.12%
5-Year 4.49%
10-Year 4.50%

Performance & Risk

YTD Return 5.82%
5y Average Return 6.30%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Foreign Large Blend
Fund Family MFS
Net Assets 37.77B
YTD Return 1.74%
Yield 1.53%
Morningstar Rating
Inception Date Apr 01, 2005

Fund Summary

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).

Related Tickers

ENPIX ProFunds UltraSector Energy Fund
46.01
+3.67%
 
ENPSX ProFunds UltraSector Energy Fund
39.07
+3.66%
 
RYCVX Rydex Dow 2x Strategy H
147.97
+3.00%
 
RYLDX Rydex Dow 2x Strategy A
148.58
+2.99%
 
RYCYX Rydex Dow 2x Strategy C
124.00
+2.99%
 
FSHCX Fidelity Select Health Care Svcs Port
123.54
+2.82%
 
FIJGX Fidelity Advisor Telecommunications Z
46.36
+2.39%
 
FTUCX Fidelity Advisor Telecommunications C
46.06
+2.38%
 
FTUIX Fidelity Advisor Telecommunications I
46.51
+2.38%
 
FSTCX Fidelity Select Telecommunications Port
46.62
+2.37%
 
FTUAX Fidelity Advisor Telecommunications A
46.21
+2.37%
 
FTUTX Fidelity Advisor Telecommunications M
45.83
+2.37%
 
UMPIX ProFunds UltraMid Cap Fund
64.42
+2.34%
 
UMPSX ProFunds UltraMid Cap Fund
49.65
+2.31%
 
FIJCX Fidelity Advisor Consumer Staples Z
94.56
+2.27%
 
FDIGX Fidelity Advisor Consumer Staples I
94.67
+2.27%
 
CNPSX Consumer Staples UltraSector ProFund Svc
63.58
+2.27%
 
CNPIX Consumer Staples UltraSector ProFund Inv
73.25
+2.26%
 
FDFAX Fidelity Select Consumer Staples Port
94.97
+2.26%
 
FDCGX Fidelity Advisor Consumer Staples C
90.45
+2.26%
 
FDAGX Fidelity Advisor Consumer Staples A
93.67
+2.26%
 
FDTGX Fidelity Advisor Consumer Staples M
92.43
+2.26%
 
SSSIX SouthernSun Small Cap, I
29.30
+2.23%
 
SSSFX SouthernSun Small Cap, N
28.23
+2.21%
 
FSENX Fidelity Select Energy Portfolio
63.72
+2.03%
 
FIKAX Fidelity Advisor Energy Z
51.88
+2.03%
 
FANIX Fidelity Advisor Energy I
51.95
+2.02%
 
FNRCX Fidelity Advisor Energy C
44.59
+2.01%
 
FAGNX Fidelity Advisor Energy M
50.32
+2.01%
 
FANAX Fidelity Advisor Energy A
48.92
+2.00%
 
FMGIX Frontier MFG Core Infrastructure Instl
17.21
+1.98%
 
FCIVX Frontier MFG Core Infrastructure Service
17.22
+1.98%
 
CSJIX Cohen & Steers Realty Shares I
61.63
+1.97%
 
CSJZX Cohen & Steers Realty Shares Z
61.77
+1.96%
 
CSJAX Cohen & Steers Realty Shares A
61.64
+1.95%
 
CSRSX Cohen & Steers Realty Shares L
61.65
+1.95%
 
CSJRX Cohen & Steers Realty Shares R
61.70
+1.95%
 
CSJCX Cohen & Steers Realty Shares C
61.33
+1.94%
 
CSRIX Cohen & Steers Instl Realty Shares
45.11
+1.94%
 
SMVLX Smead Value Investor
82.05
+1.94%
 
HWLAX Hotchkis & Wiley Large Cap Value A
43.62
+1.93%
 
SVFAX Smead Value A
81.24
+1.93%
 
SVFFX Smead Value I1
82.05
+1.93%
 
SVFKX Smead Value R2
83.11
+1.93%
 
HWLZX Hotchkis & Wiley Large Cap Value Z
43.90
+1.92%
 
SVFDX Smead Value R1
80.56
+1.92%
 
SVFYX Smead Value Y
82.21
+1.92%
 
HWLCX Hotchkis & Wiley Large Cap Value C
43.26
+1.92%
 
HWLIX Hotchkis & Wiley Large Cap Value I
43.90
+1.91%
 
HWCIX Hotchkis & Wiley Diversified Value I
31.03
+1.90%
 
COBYX The Cook & Bynum
17.20
+1.90%
 
HWCCX Hotchkis & Wiley Diversified Value C
31.22
+1.89%
 
HWCAX Hotchkis & Wiley Diversified Value A
31.17
+1.89%
 
FRESX Fidelity Real Estate Investment Port
36.58
+1.84%
 
PHRIX Virtus Duff & Phelps Real Estate Secs I
17.75
+1.84%
 
FSRNX Fidelity Real Estate Index
15.01
+1.83%
 
PHRCX Virtus Duff & Phelps Real Estate Secs C
17.79
+1.83%
 
RIVSX River Oak Discovery
17.25
+1.83%
 
PHRAX Virtus Duff & Phelps Real Estate Secs A
17.83
+1.83%
 
VRREX Virtus Duff & Phelps Real Estate Secs R6
17.86
+1.82%
 
CIMDX Clarkston Founders Institutional
15.12
+1.82%
 
CFMDX Clarkston Founders Founders
15.15
+1.81%
 
EICVX EIC Value A
17.49
+1.80%
 
RMLPX Recurrent MLP & Infrastructure Class I
23.26
+1.79%
 
HCMAX Hillman Value No Load
31.84
+1.79%
 
FRLAX Franklin Real Estate Securities Adv
17.17
+1.78%
 
GLFOX Lazard Global Listed Infrastructure Portfolio
15.48
+1.78%
 
CLIFX Clifford Capital Partners Institutional
18.35
+1.77%
 
FRRSX Franklin Real Estate Securities C
15.50
+1.77%
 
FNORX Fidelity Nordic
70.65
+1.77%
 
UBVFX Undiscovered Managers Behavioral Value Fund Class R6
83.89
+1.77%
 
FSERX Franklin Real Estate Securities R6
17.25
+1.77%
 
UBVVX Undiscovered Managers Behavioral Value Fund
83.59
+1.77%
 
UBVAX Undiscovered Managers Behavioral Value Fund
80.79
+1.76%
 
UBVLX Undiscovered Managers Behavioral Value Fund
83.69
+1.76%
 
TGUSX TCW Funds, Inc. - TCW New America Premier Equities Fund
31.75
+1.76%
 
CLIQX Clifford Capital Partners Super Instl
18.48
+1.76%
 
UBVTX Undiscovered Managers Behavioral Value Fund
79.74
+1.76%
 
UBVSX Undiscovered Managers Behavioral Value Fund Class I
83.26
+1.76%
 
EIPIX EIP Growth and Income I
16.77
+1.76%
 
BIVRX Invenomic Investor
17.94
+1.76%
 
UBVUX Undiscovered Managers Behavioral Value Fund
82.92
+1.75%
 
UBVRX Undiscovered Managers Behavioral Value Fund Class R2
79.56
+1.75%
 
FREEX Franklin Real Estate Securities A
16.85
+1.75%
 
TILCX T. Rowe Price Lrg Cp Va I
24.43
+1.75%
 
UBVCX Undiscovered Managers Behavioral Value Fund Class C
74.52
+1.75%
 
EICIX EIC Value Institutional
17.51
+1.74%
 
EICCX EIC Value C
16.94
+1.74%
 
CLFFX Clifford Capital Partners Investor
18.14
+1.74%
 
RYAVX Rydex S&P MidCap 400 Pure Value H
74.17
+1.73%
 
RYMVX Rydex S&P MidCap 400 Pure Value A
74.26
+1.73%
 
FJPNX Fidelity Japan
16.54
+1.72%
 
RYMMX Rydex S&P MidCap 400 Pure Value C
60.33
+1.72%
 
FJPCX Fidelity Advisor Japan C
15.98
+1.72%
 
BIVIX Invenomic Institutional
18.35
+1.72%
 
VRGEX Virtus Duff & Phelps Glb Rl Estt Secs R6
31.44
+1.71%
 
TRLUX T. Rowe Price Lrg Cp Va Inv
24.39
+1.71%
 
CSVZX Columbia Select Large Cap Value Inst
35.10
+1.71%
 
GLIFX Lazard Global Listed Infrastructure Portfolio
15.47
+1.71%
 
SLVAX Columbia Select Large Cap Value A
33.38
+1.71%