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Morningstar

MFS Global Real Estate C MGLCX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 15.42  /  −0.83 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    1.940%
  • Expense Ratio 1.940%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.70%
  • Turnover 30%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MGLCX

Will MGLCX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MGLCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MGLCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MGLCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in MFS Global Real Estate C's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings MGLCX

More MGLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

9.75 227.0 Mil
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Equinix Inc

7.06 164.5 Mil
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Mitsui Fudosan Co Ltd

3.69 86.0 Mil
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Extra Space Storage Inc

3.45 80.2 Mil
Real Estate

Equity Lifestyle Properties Inc

3.39 79.0 Mil
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Sun Communities Inc

2.91 67.7 Mil
Real Estate

Goodman Group

2.54 59.2 Mil
Real Estate

Universal Health Services Inc Class B

2.54 59.1 Mil
Healthcare

Federal Realty Investment Trust

2.49 58.1 Mil
Real Estate

Mid-America Apartment Communities Inc

2.39 55.7 Mil
Real Estate