MFS International Diversification Fund Class B (MDIFX)

Overview

The fund operates as a diversified investment vehicle focusing on the international asset class. It primarily allocates its assets across a variety of mutual funds advised by the same adviser, these mutual funds are described as underlying funds. The strategic intent behind this diversified investment approach is to mitigate risk and optimize returns by ensuring exposure to various market capitalizations, investment styles, and geographical regions. This comprehensive investment strategy aims at balancing the portfolio across large, mid, and small cap companies, incorporating both growth and value investment styles, and spanning developed as well as emerging markets.

Products and Services

• Large, Mid, and Small Cap Fund Investments

  The fund seeks to ensure a balanced investment across different market capitalizations by investing in large, mid, and small cap underlying funds. This stratification aims to capture growth opportunities present in each market segment while mitigating the risks associated with the size of the equity.

• Growth and Value Fund Investments

  By including both growth and value underlying funds, the fund caters to a dual-investment strategy. Growth funds target companies expected to grow at an above-average rate compared to their industry or the overall market. In contrast, value funds focus on companies that fund managers believe are undervalued in the market. This blend seeks to balance the risk and rewards within the portfolio.

• Developed and Emerging Market Investments

  The fund diversifies its geographic exposure by investing in underlying funds that operate in both developed and emerging markets. This enables investors to benefit from the stability and mature economies of developed regions, while also tapping into the high growth potential offered by emerging markets. This geographical diversification is integral to broadening the investment spectrum and minimizing region-specific risks.