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    MFS Global Real Estate R5 (MGLRX)

    16.38 Up 0.03(0.18%) Feb 27
    Prev Close:16.35
    YTD Return*:3.79%
    Net Assets*:450.52M
    Yield*:2.70%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for MGLRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG4.769.50
    VNO3.674.75
    PSA3.629.14
    MITEF2.97-6.51
    WEFIF.AX2.901.63

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:450.52M
    Category:Global Real Estate
    Annual Report Expense Ratio (net):0.97%

    Performance & Risk

    YTD Return:3.79%
    5y Avg Return:12.84%
    Rank in Category (ytd):56
    % Rank in Category (ytd):22.76%
    Beta (3y):0.80
    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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