MFS Global Real Estate Fund Class I MGLIX

Morningstar Medalist Rating
  • NAV / 1-Day Return$17.46  /  −0.40%
  • Fund Size$1.6B
  • Adjusted Expense Ratio0.930%
  • Net Expense Ratio0.930%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryGlobal Real Estate
  • Equity Style Box (Funds)Mid Blend
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield3.07%
  • Turnover Ratio41%

Morningstar’s Analysis MGLIX

Will MGLIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Global Real Estate I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MGLIX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings39.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

7.71115M
Real Estate

Equinix Inc

5.4381M
Real Estate

Welltower Inc

4.2663M
—

Simon Property Group Inc

3.9458M
Real Estate

Goodman Group

3.6554M
Real Estate

Digital Realty Trust Inc

3.3950M
Real Estate

Ventas Inc

3.2648M
Real Estate

Rexford Industrial Realty Inc

2.6439M
Real Estate

Vivmark Residential

2.6239M
Real Estate

BXP Inc

2.3835M
Real Estate

Sponsor Center