MFS Global Real Estate R1 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.
MFS Global Real Estate Fund Class R1 MGLJX
- NAV / 1-Day Return 17.80 / +0.57 %
- Total Assets 2.2B
-
Adj. Expense Ratio
1.930%
- Expense Ratio 1.930%
- 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 1.94%
- Turnover 35%
USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:11 AM GMT+0
Morningstar’s Analysis MGLJX
Will MGLJX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Prologis Inc | 7.83 | 170M | Real Estate |
Equinix Inc | 5.31 | 115M | Real Estate |
Simon Property Group Inc | 4.16 | 90M | Real Estate |
Ventas Inc | 3.98 | 86M | Real Estate |
Goodman Group | 3.79 | 82M | Real Estate |
Digital Realty Trust Inc | 3.29 | 71M | Real Estate |
Welltower Inc | 3.01 | 65M | — |
Mitsubishi Estate Co Ltd | 2.94 | 64M | Real Estate |
BXP Inc | 2.86 | 62M | Real Estate |
Segro PLC | 2.34 | 51M | Real Estate |