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MFS Global Real Estate R5 (MGLRX)

15.64 Up 0.13(0.84%) Oct 20
Prev Close:15.64
YTD Return*:7.45%
Net Assets*:425.44M
Yield*:1.73%

* As of 30-Sep-14

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

Headlines

  • No Headlines available for MGLRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG5.2717.85
MTSFF4.18-9.68
AVB3.8422.70
PSA3.2312.92
MITEF3.19-25.60

Fund Basics

Morningstar Overall Rating:
Total Assets:425.44M
Category:Global Real Estate
Annual Report Expense Ratio (net):0.97%

Performance & Risk

YTD Return:7.45%
5y Avg Return:10.67%
Rank in Category (ytd):28
% Rank in Category (ytd):12.73%
Beta (3y):0.93
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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