MFS Global Real Estate Fund Class R1 MGLJX

Medalist Rating as of | See MFS Investment Hub
  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MGLJX

  • 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

Sponsor Center