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Morningstar

MFS Global Real Estate R4 MGLMX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 14.55  /  1.76 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.48%
  • Turnover 29%

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 10:17 PM GMT+0

Morningstar’s Analysis MGLMX

Will MGLMX 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 MGLMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MGLMX 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 MGLMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

MFS Global Real Estate R4’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MGLMX

More MGLMX Holdings
  • Current Portfolio Date
  • Equity Holdings 56
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 38.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

9.28
234,930,448
Real Estate

Equinix Inc

5.96
150,909,964
Real Estate

Simon Property Group Inc

3.70
93,661,197
Real Estate

Goodman Group

3.10
78,435,694
Real Estate

Equity Lifestyle Properties Inc

3.06
77,490,605
Real Estate

Extra Space Storage Inc

2.91
73,679,561
Real Estate

Essex Property Trust Inc

2.62
66,320,370
Real Estate

AvalonBay Communities Inc

2.54
64,297,580
Real Estate

Grainger PLC

2.46
62,254,013
Real Estate

CapitaLand Investment Ltd

2.43
61,567,422
Real Estate