Morningstar

MFS Global Real Estate Fund Class B MGLDX

Medalist Rating as of Sep 30, 2026 See MFS Investment Hub

Strategy

The investment seeks total return. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MGLIX	MFS Global Real Estate Fund Class I	Institutional	Open			Mar 11, 2009	$158.61M	0.930%	Average	$0	−$657.54M
MGLAX	MFS Global Real Estate Fund Class A	Front Load	Open			Mar 11, 2009	$40.77M	1.180%	Below Average	$1,000	−$9.32M
MGLDX	MFS Global Real Estate Fund Class B	Deferred Load	Closed			Dec 19, 2014	$74,423.00	1.930%	High	$1,000	−$50,046.63
MGLCX	MFS Global Real Estate Fund Class C	Level Load	Open			Dec 19, 2014	$3.80M	1.930%	Average	$1,000	−$1.35M
MGLRX	MFS Global Real Estate Fund Class R6	Retirement, Large	Open			Jul 2, 2012	$1.34B	0.840%	Average	$0	−$131.16M
MGLMX	MFS Global Real Estate Fund Class R4	Retirement, Large	Open			Dec 19, 2014	$268,966.00	0.930%	Above Average	$0	−$714,210.70
MGLLX	MFS Global Real Estate Fund Class R3	Retirement, Medium	Open			Dec 19, 2014	$1.70M	1.180%	Low	$0	−$1.64M
MGLKX	MFS Global Real Estate Fund Class R2	Retirement, Medium	Open			Dec 19, 2014	$1.43M	1.430%	Average	$0	−$473,177.35
MGLJX	MFS Global Real Estate Fund Class R1	Retirement, Small	Open			Dec 19, 2014	$460,021.00	1.930%	High	$0	−$56,272.36

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