MD

MFS Diversified Income Fund | DIFAX

Mutual Fund
MFS SERIES TRUST XIII
Last update 2025-04-24 132 Stocks (12 new)
Value $642.00 Mil Turnover 14 %
Countries:
Top Holdings: PLD(3.89%)EQIX(3.02%)DLR(2.27%)VTR(2.15%)ABBV(2.13%)
Summary Stock Picks Current Portfolio
MFS Diversified Income Fund Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PLD
Prologis Inc
201,422
24,960.2
+1.34%
3.890
+0.05%
0.020
+5.24%
+2.56%
98,759.2
REITs
EQIX
Equinix Inc
21,468
19,420.4
-0.30%
3.020
-0.01%
0.020
-1.32%
-16.87%
75,865.5
REITs
DLR
Digital Realty Trust Inc
93,283
14,582.0
-1.29%
2.270
-0.04%
0.030
+18.07%
+1.22%
59,531.3
REITs
VTR
Ventas Inc
199,801
13,822.2
-0.30%
2.150
-0.01%
0.050
-3.03%
+12.64%
29,506.5
REITs
ABBV
AbbVie Inc
65,374
13,665.1
+8.47%
2.130
+0.17%
0.000
+11.60%
+10.68%
338,089.5
Drug Manufacturers
SUI
Sun Communities Inc
100,087
13,626.9
-6.32%
2.120
-0.13%
0.080
+5.27%
+6.33%
15,904.2
REITs
XSWX:ROG
Roche Holding AG
38,076
12,681.9
+8.47%
1.970
+0.15%
0.000
+0.71%
+3.59%
206,082.4
Drug Manufacturers
KMB
Kimberly-Clark Corp
85,605
12,156.8
+8.47%
1.890
+0.15%
0.030
-9.59%
-0.59%
42,442.6
Consumer Packaged Goods
TSE:9433
KDDI Corp
704,800
11,504.5
+8.50%
1.790
+0.14%
0.010
-2.89%
-1.08%
9,769,739.3
Telecommunication Services
ESS
Essex Property Trust Inc
36,865
11,486.0
-20.90%
1.790
-0.47%
0.060
+5.21%
+3.21%
18,479.8
REITs

MFS Diversified Income Fund's Historical Top Holdings Breakdowns

MFS Diversified Income Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPG
Simon Property Group Inc
2025-02-28
New Buy
New Buy
+1.74%
●
169.26 ($177.83) 186.71
$162.73
-8.49%
New holding
60,178
60,178
RYN
Rayonier Inc
2025-02-28
Sold Out
Sold Out
-1.18%
●
24.95 ($27.02) 31.87
$23.55
-12.84%
Sold Out
0
-237,058
EHC
Encompass Health Corp
2025-02-28
Sold Out
Sold Out
-1.02%
●
91.05 ($97.39) 102.94
$110.36
13.32%
Sold Out
0
-63,714
GD
General Dynamics Corp
2025-02-28
Sold Out
Sold Out
-0.89%
●
241.94 ($261.15) 284.01
$300.09
14.91%
Sold Out
0
-19,961
HR
Healthcare Realty Trust Inc
2025-02-28
New Buy
New Buy
+0.80%
●
15.99 ($16.9) 18.54
$16.20
-4.14%
New holding
298,294
298,294
NTRS
Northern Trust Corp
2025-02-28
Add
Add
+0.80%
●
99.46 ($107.84) 113.81
$127.06
17.82%
Add 211.34%
68,576
46,550
ARE
Alexandria Real Estate Equities Inc
2025-02-28
Sold Out
Sold Out
-0.69%
●
94.47 ($99.4) 110.23
$78.89
-20.63%
Sold Out
0
-40,125
ARMK
Aramark
2025-02-28
Add
Add
+0.68%
●
35.93 ($38.33) 41.61
$43.27
12.89%
Add 210.27%
173,274
117,427
VLO
Valero Energy Corp
2025-02-28
Sold Out
Sold Out
-0.67%
●
118.59 ($131.85) 142.99
$144.67
9.72%
Sold Out
0
-30,725
COLD
Americold Realty Trust Inc
2025-02-28
Add
Add
+0.61%
●
20.74 ($21.92) 23.86
$16.34
-25.46%
Add 712.02%
194,722
170,742

MFS Diversified Income Fund Total Holding History ($B)

To

MFS Diversified Income Fund's Asset Allocation

To

MFS Diversified Income Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MFS Diversified Income Fund's Hypothetical Growth since 2025-02-28

MFS Diversified Income Fund's Yearly Returns

Year Portfolio % % Excess Gain %

MFS Diversified Income Fund's Holdings Heat Map

Size field:

MFS Diversified Income Fund's Holdings Bubble Chart

MFS Diversified Income Fund News

  • 1

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