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Morningstar

MFS Global Real Estate R3 MGLLX

Morningstar Analyst Rating
Quantitative rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 17.51  /  2.16 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.31%
  • Turnover 29%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis MGLLX

Will MGLLX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MGLLX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MGLLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MGLLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in MFS Global Real Estate R3's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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