Morningstar

MFS Global Real Estate Fund Class B MGLDX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $17.69  /  +2.43 %
  • Fund Size $1.5B
  • Adjusted Expense Ratio 1.930%
  • Net Expense Ratio 1.930%
  • Fee Level: Distribution High
  • Share Class Type Deferred Load
  • Morningstar Category Global Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1,000
  • Investment Status Closed
  • TTM Yield 1.67%
  • Turnover Ratio 41%
NAV and 1-Day Return as of

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 39.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

7.71 115M
Real Estate

Equinix Inc

5.43 81M
Real Estate

Welltower Inc

4.26 63M
—

Simon Property Group Inc

3.94 58M
Real Estate

Goodman Group

3.65 54M
Real Estate

Digital Realty Trust Inc

3.39 50M
Real Estate

Ventas Inc

3.26 48M
Real Estate

Rexford Industrial Realty Inc

2.64 39M
Real Estate

Vivmark Residential

2.62 39M
Real Estate

BXP Inc

2.38 35M
Real Estate

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