MFS Global Real Estate I
500 Boylston St 15th FL Boston MA 02116
Map
Phone: 800-225-2606
| Category: | Real Estate | | Fund Family: | MFS | | Net Assets: | 160.17M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 11-Mar-09 |
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Leo D. Saraceno
Lead Manager since
09-Feb-09 | | | Saraceno has been a senior vice president with Sun Capital Advisers since 2001. Previously, Seraceno was vice president (1998 - 2001). Saraceno is also a vice president at Sun Life Financial (2003), and has been with Sun Life Financial since 1986. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The fund seeks to total return. The fund normally invests at least 80% of net assets in U.S. and foreign real estate-related investments, including emerging market real estate-related investments. It normally invests the fund?s assets primarily in equity securities. The fund may invest the fund?s assets in companies of any size. It may invest a relatively large percentage of the fund?s assets in a single country, a small number of countries, or a particular geographic region. It is non-diversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 109.25% |
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| Expense | MGLIX | Category
Avg | | Total Expense Ratio: | 1.22%
| 1.44% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.41% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 387 | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $984 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,953 |
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2.03% Nasdaq 
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