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    MFS Global Real Estate A (MGLAX)

    16.72 Up 0.03(0.18%) Jan 23
    Prev Close:16.72
    YTD Return*:14.96%
    Net Assets*:445.20M
    Yield*:2.56%

    * As of 31-Dec-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG4.551.77
    AVB4.111.48
    MTSFF3.620.00
    PSA3.541.29
    VNO3.361.41

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:445.2M
    Category:Global Real Estate
    Annual Report Expense Ratio (net):1.22%

    Performance & Risk

    YTD Return:14.96%
    5y Avg Return:10.77%
    Rank in Category (ytd):23
    % Rank in Category (ytd):10.41%
    Beta (3y):0.88
    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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