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MFS Global Real Estate R2 MGLKX

Quantitative rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 17.18  /  2.11 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    1.420%
  • Expense Ratio 1.420%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield < 0.01%
  • Turnover 29%

Morningstar’s Analysis MGLKX

Will MGLKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Strength in MFS Global Real Estate R2's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Quantitative 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 second-costliest quintile among peers.

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