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Mfs International Diversification Fund Class I (MDIJX)

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24.09 +0.11    +0.46%
25/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 14.32B
Type:  Fund
Market:  United States
Issuer:  MFS
Asset Class:  Equity
MFS Intl Diversification I 24.09 +0.11 +0.46%

MDIJX Overview

 
On this page you'll find an in-depth profile of Mfs International Diversification Fund Class I. Learn about the key management, total assets, investment strategy and contact information of MDIJX among other information.
Category

Foreign Large Blend

Total Assets

14.32B

Expenses

0.10%

Inception Date

38260

Investment Strategy

The investment seeks capital appreciation. 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).

Contact Information

Address 111 Huntington Avenue
Boston,MA 02199-7632
United States
Phone +1 8779606077

Top Executives

Name Title Since Until
John Mahoney Equity Institutional Portfolio Manager 2024 Now
Biography John W. Mahoney, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). John serves as a portfolio manager for the International Diversification and International Research strategies. He also serves as an institutional portfolio manager for the firm's International Intrinsic Value and U.S. Intrinsic Value strategies. As an institutional portfolio manager, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. John joined the firm in 2005. He served as a senior strategist--investment product specialist before becoming a portfolio manager and institutional portfolio manager in 2024. John earned a bachelor's degree from Bentley College. He is a CFA charter holder and is a member of the CFA Society Boston, Inc.
Nicholas Paul Investment Product Manager and Consultant 2022 Now
Biography Nicholas J. Paul, CFA - Investment Officer - Institutional Portfolio Manager - As an Institutional Portfolio Manager, participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Communicates investment policy, strategy, and positioning. - Joined MFS in 2010; previous positions include Investment Product Specialist. - Previous experience includes 9 years as an Investment Product Manager and Consultant at Putnam Investments. - Serves as a member of the US Equity Growth team - Affiliations include CFA Institute, CFA Society of Boston - Boston College, Master of Business Administration, honors, Beta Gamma Sigma - West Virginia University, Bachelor of Arts
Camille Humphries Lee Investment Officer 2018 2024
Biography Camille Humphries Lee is Institutional Equity Portfolio Manager , as an Institutional Portfolio Manager, participates in the research process and strategy discussions, assesses portfolio risk, customizing portfolios to client objectives and guidelines, and management daily cash flows, communication of investment policy, strategy, and positioning. He Joined MFS in 2000. His previous experience includes 3 years as Research Analyst at SG Cowen Securities Corporation and 8 years as Research Analyst and Associate Analyst at Alex Brown. His Affiliations include CFA Institute, CFA Society of Boston. He got MBA from University of Virginia, and BA from University of Virginia.
Thomas Melendez Investment Officer 2004 2019
Biography Thomas Melendez is an investment officer at MFS Investment Management® (MFS®) and an institutional equity portfolio manager of the firm's global equity portfolios. He joined MFS in 2002 as an institutional portfolio manager with more than 10 years experience, including three years as an emerging market product specialist for Schroders North America, two years as a general manager for Schroders Argentina, and another three years as a vice president, Latin American fund manager for Schroders Capital Management International, London.
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