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    MFS Global Real Estate R5 (MGLRX)

    15.81 Up 0.06(0.38%) Dec 19
    Prev Close:15.75
    YTD Return*:15.11%
    Net Assets*:452.16M
    Yield*:1.61%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for MGLRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG5.4630.60
    MTSFF4.06-12.08
    AVB3.8840.10
    MITEF3.55-13.51
    PSA3.4026.35

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:452.16M
    Category:Global Real Estate
    Annual Report Expense Ratio (net):0.97%

    Performance & Risk

    YTD Return:15.11%
    5y Avg Return:11.63%
    Rank in Category (ytd):19
    % Rank in Category (ytd):8.6%
    Beta (3y):0.89
    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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