Nasdaq - Delayed Quote USD

MFS Global Real Estate A (MGLAX)

15.41 +0.02 (+0.13%)
At close: 6:25 PM EDT

Fund Summary

The fund normally invests at least 80% of the fund's 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. MFS normally invests the fund's assets across different countries and regions, but MFS may invest a significant percentage of the fund's assets in issuers in a single country or region.

MFS Global Real Estate A

Boston, MA 2199
111 Huntington Avenue 24th Floor
1-800-637-2929

Fund Overview

Category Global Real Estate
Fund Family MFS
Net Assets 2.4B
YTD Return -0.53%
Yield 1.61%
Morningstar Rating
Inception Date Mar 11, 2009

Fund Operations

Last Dividend 0.27
Last Cap Gain -3.00
Holdings Turnover 30.00%
Average for Category --

Fees & Expenses

Expense MGLAX Category Average
Annual Report Expense Ratio (net) 0.94% 1.21%
Prospectus Net Expense Ratio 0.94% --
Prospectus Gross Expense Ratio 0.95% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.20%
Max Deferred Sales Load -- 1.24%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mark Syn, CFA - Investment Officer - Equity Research Analyst - As an Equity Research Analyst, responsible for identifying the most attractive investment opportunities in assigned universe. Works closely with portfolio managers to ensure ideas are properly positioned within portfolios. - Joined MFS in 2018 - Previous experience includes 10 years as Managing Director, Portfolio Manager & Analyst at Wellington Management, Singapore; 8 years as Executive Director, Portfolio Manager & Analyst at Goldman Sachs, Singapore; 1 year as Corporate Banking Relationship Manager at Citibank, Singapore. - London Business School, Master of Business Administration - Imperial College, London, Master of Engineering, 1st class

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers

TORIX Tortoise Energy Infrastructure Total Return Fund
15.56
+1.70%
 
ENPIX ProFunds UltraSector Energy Investor
47.67
+1.69%
 
ENPSX ProFunds UltraSector Energy Svc
40.53
+1.68%
 
TORTX Tortoise Energy Infrastructure Total Return Fund
15.31
+1.66%
 
FSPCX Fidelity Select Insurance Port
82.25
+1.63%
 
EIPFX EIP Growth and Income Investor
15.97
+1.53%
 
EIPIX EIP Growth and Income I
16.02
+1.52%
 
FIKBX Fidelity Advisor Financials Z
30.38
+1.50%
 
FFSIX Fidelity Advisor Financials I
30.43
+1.50%
 
FAFCX Fidelity Advisor Financials C
27.23
+1.49%
 
FAFDX Fidelity Advisor Financials A
29.36
+1.49%
 
FAFSX Fidelity Advisor Financials M
28.97
+1.47%
 
BIVRX Invenomic Investor
18.69
+1.47%
 
BIVSX Invenomic Super Institutional
19.39
+1.47%
 
CLIFX Clifford Capital Partners Institutional
17.64
+1.44%
 
TFIFX T. Rowe Price Financial Services Fund
38.21
+1.43%
 
BIVIX Invenomic Institutional
19.11
+1.43%
 
RMLPX Recurrent MLP & Infrastructure Class I
22.69
+1.43%
 
PRISX T. Rowe Price Financial Services
38.31
+1.43%
 
CLIQX Clifford Capital Partners Super Instl
17.76
+1.43%
 
UBVFX Undiscovered Managers Behavioral Val R6
80.72
+1.42%
 
UBVTX Undiscovered Managers Behavioral Val R3
76.77
+1.41%
 
UBVVX Undiscovered Managers Behavioral Val R5
80.44
+1.41%
 
UBVUX Undiscovered Managers Behavioral Val R4
79.81
+1.41%
 
UBVLX Undiscovered Managers Behavioral Val L
80.53
+1.41%
 
UBVAX Undiscovered Managers Behavioral Val A
77.78
+1.41%
 
UBVSX Undiscovered Managers Behavioral Val I
80.13
+1.40%
 
UBVRX Undiscovered Managers Behavioral Val R2
76.62
+1.40%
 
UBVCX Undiscovered Managers Behavioral Val C
71.78
+1.40%
 
CNPIX Consumer Staples UltraSector ProFund Inv
69.65
+1.40%
 
CLFFX Clifford Capital Partners Investor
17.44
+1.40%
 
CNPSX Consumer Staples UltraSector ProFund Svc
60.53
+1.39%
 
FSHCX Fidelity Select Health Care Svcs Port
125.60
+1.35%
 
MMECX Victory Integrity Discovery Fund
23.13
+1.27%
 
BRSVX Bridgeway Small-Cap Value
36.42
+1.25%
 
MMEAX Victory Integrity Discovery Fund
38.11
+1.25%
 
MMMMX Victory Integrity Discovery Fund
38.22
+1.25%
 
MMEYX Victory Integrity Discovery Fund
43.28
+1.24%
 
ICSCX William Blair Funds - William Blair Small Cap Value Fund
28.89
+1.23%
 
WBVRX William Blair Funds - William Blair Small Cap Value Fund
28.89
+1.23%
 
WBVNX William Blair Funds - William Blair Small Cap Value Fund
28.91
+1.23%
 
FGADX Franklin Gold and Precious Metals Adv
20.20
+1.20%
 
FKRCX Franklin Gold and Precious Metals Fund
18.59
+1.20%
 
EICVX EIC Value A
16.92
+1.20%
 
EICIX EIC Value Institutional
16.94
+1.19%
 
FGPMX Franklin Gold and Precious Metals R6
20.50
+1.18%
 
FAUFX Fidelity Advisor Utilities M
37.63
+1.18%
 
FUGIX Fidelity Advisor Utilities I
38.51
+1.18%
 
FRGOX Franklin Gold and Precious Metals Fund
16.29
+1.18%
 
EICCX EIC Value C
16.41
+1.17%
 
AXVNX Acclivity Small Cap Value N
18.14
+1.17%
 
FSUTX Fidelity Select Utilities
101.52
+1.17%
 
FUGCX Fidelity Advisor Utilities C
36.53
+1.16%
 
FUGAX Fidelity Advisor Utilities A
37.51
+1.16%
 
FIKIX Fidelity Advisor Utilities Z
38.48
+1.16%
 
FDAGX Fidelity Advisor Consumer Staples A
91.15
+1.13%
 
FDIGX Fidelity Advisor Consumer Staples I
92.09
+1.13%
 
AXVIX Acclivity Small Cap Value I
17.91
+1.13%
 
FDFAX Fidelity Select Consumer Staples Port
92.38
+1.13%
 
FDTGX Fidelity Advisor Consumer Staples M
89.97
+1.12%
 
FIJCX Fidelity Advisor Consumer Staples Z
91.97
+1.12%
 
FDCGX Fidelity Advisor Consumer Staples C
88.08
+1.11%
 
RYCVX Rydex Dow 2x Strategy Fund
143.38
+1.10%
 
FCVCX Fidelity Advisor Small Cap Value C
15.68
+1.10%
 
RYLDX Rydex Dow 2x Strategy Fund
143.97
+1.10%
 
RYCYX Rydex Dow 2x Strategy Fund
120.26
+1.09%
 
FCVIX Fidelity Advisor Small Cap Value I
19.56
+1.09%
 
FCPVX Fidelity Small Cap Value Fund
19.56
+1.09%
 
FIKNX Fidelity Advisor Small Cap Value Z
19.58
+1.08%
 
BOSOX Boston Trust Walden Small Cap
16.79
+1.08%
 
FCVAX Fidelity Advisor Small Cap Value A
18.89
+1.07%
 
FTUCX Fidelity Advisor Telecommunications C
42.65
+1.07%
 
FCVTX Fidelity Advisor Small Cap Value M
18.04
+1.06%
 
FIJGX Fidelity Advisor Telecommunications Z
42.87
+1.06%
 
FTUIX Fidelity Advisor Telecommunications I
43.01
+1.06%
 
FSTCX Fidelity Select Telecommunications Port
43.12
+1.05%
 
FTUTX Fidelity Advisor Telecommunications M
42.41
+1.05%
 
FTUAX Fidelity Advisor Telecommunications A
42.75
+1.04%
 
FTVSX FullerThaler Behav Md-Cp Val Instl
31.43
+1.03%
 
FMGIX Frontier MFG Core Infrastructure Fund
16.15
+1.03%
 
FCIVX Frontier MFG Core Infrastructure Service
16.17
+1.03%
 
FTVZX FullerThaler Behav Md-Cp Val R6
31.46
+1.03%
 
CSVIX Calvert Small-Cap I
33.47
+1.03%
 
FSCRX Fidelity Small Cap Discovery
26.75
+1.02%
 
FTVCX FullerThaler Behav Md-Cp Val C
31.11
+1.01%
 
FTVAX FullerThaler Behav Md-Cp Val A
31.29
+1.00%
 
FTVNX FullerThaler Behav Md-Cp Val Investor
31.30
+1.00%
 
CALRX Calvert Small-Cap R6
33.47
+1.00%
 
CCVAX Calvert Small-Cap A
30.55
+0.99%
 
CVVRX Columbia Small Cap Value I Adv
50.52
+0.98%
 
CSCZX Columbia Small Cap Value I Inst
48.48
+0.98%
 
CUURX Columbia Small Cap Value I Inst2
50.62
+0.98%
 
CSMIX Columbia Small Cap Value I A
41.46
+0.97%
 
CSCCX Calvert Small-Cap C
24.93
+0.97%
 
CSVYX Columbia Small Cap Value I Inst3
48.93
+0.97%
 
SVFFX Smead Value I1
80.45
+0.97%
 
SMVLX Smead Value Investor
80.47
+0.97%
 
SVFKX Smead Value R2
81.53
+0.97%
 
SVFYX Smead Value Y
80.59
+0.96%
 
SVFAX Smead Value A
79.67
+0.96%