Morningstar

MFS Global Real Estate Fund Class B MGLDX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 18.03  /  +0.22 %
  • Total Assets 2.2B
  • Adj. Expense Ratio
    1.930%
  • Expense Ratio 1.930%
  • Distribution Fee Level High
  • Share Class Type Deferred Load
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 1.60%
  • Turnover 35%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MGLDX

Will MGLDX outperform in the 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 MGLDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MGLDX 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 MGLDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Global Real Estate B 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.

by Morningstar Automated Analysis
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Portfolio Holdings MGLDX

More MGLDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

8.40 180M
Real Estate

Equinix Inc

5.72 123M
Real Estate

Goodman Group

4.03 86M
Real Estate

Simon Property Group Inc

3.86 83M
Real Estate

Ventas Inc

3.83 82M
Real Estate

Digital Realty Trust Inc

3.70 79M
Real Estate

Mitsubishi Estate Co Ltd

2.98 64M
Real Estate

BXP Inc

2.62 56M
Real Estate

VICI Properties Inc Ordinary Shares

2.41 52M
Real Estate

Unibail-Rodamco-Westfield Act. SIIC ET STES FONC.EUROP.

2.32 50M
Real Estate

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