Dow Down 0.04% Nasdaq Up 0.33%

MFS Global Real Estate R5 (MGLRX)

16.38 Down 0.04(0.24%) Aug 28
Prev Close:16.38
YTD Return*:12.12%
Net Assets*:437.78M
Yield*:2.37%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for MGLRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG5.0118.87
MTSFF4.31-0.04
AVB3.4827.72
MITEF3.32-16.79
PSA3.0716.60

Fund Basics

Morningstar Overall Rating:
Total Assets:437.78M
Category:Global Real Estate
Annual Report Expense Ratio (net):0.97%

Performance & Risk

YTD Return:12.12%
5y Avg Return:14.72%
Rank in Category (ytd):24
% Rank in Category (ytd):10.71%
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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