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 Dow Up 0.17% Nasdaq Up 0.44%

MFS Global Real Estate I (MGLIX)

16.10 Up 0.01(0.06%) Jul 11
Prev Close:16.09
YTD Return*:11.91%
Net Assets*:442.93M
Yield*:2.37%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for MGLIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG5.0818.32
MTSFF4.13-12.02
AVB3.4822.41
MITEF3.33-19.14
PSA3.1316.18

Fund Basics

Morningstar Overall Rating:
Total Assets:442.93M
Category:Global Real Estate
Annual Report Expense Ratio (net):0.97%

Performance & Risk

YTD Return:11.91%
5y Avg Return:17.18%
Rank in Category (ytd):25
% Rank in Category (ytd):11.16%
Beta (3y):0.97
Morningstar Risk Rating:2

Fund Summary

The investment seeks total return. The fund normally invests at least 80% of net assets in U.S. and foreign real estate-related investments. It normally invests the fund's assets primarily in equity securities. The fund may invest the fund's assets in real estate-related investments 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. The fund is non-diversified. View More
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