Strength in MFS Global Real Estate R1's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
- NAV / 1-Day Return 15.56 / 1.97 %
- Total Assets 2.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.920%
- Distribution Fee Level High
- Share Class Type Retirement, Small
- Category Global Real Estate
- Investment Style Mid Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 29%
Morningstar’s Analysis MGLJX
Will MGLJX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 56
- Bond Holdings 0
- Other Holdings 7
- % Assets in Top 10 Holdings 38.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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