Dow Up 1.31% Nasdaq Up 2.40%

MFS Global Real Estate A (MGLAX)

15.75 Up 0.15(0.96%) Oct 21
Prev Close:15.60
YTD Return*:7.17%
Net Assets*:425.44M
Yield*:1.53%

* As of 30-Sep-14

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

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):1.22%

Performance & Risk

YTD Return:7.17%
5y Avg Return:10.53%
Rank in Category (ytd):33
% Rank in Category (ytd):15%
Beta (3y):0.94
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback