Morningstar

MFS Global Real Estate Fund Class R6 MGLRX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 17.83  /  +0.28 %
  • Total Assets 2.2B
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.04%
  • Turnover 35%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MGLRX

Will MGLRX outperform in the 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 MGLRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Global Real Estate R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MGLRX

More MGLRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

8.40 180M
Real Estate

Equinix Inc

5.72 123M
Real Estate

Goodman Group

4.03 86M
Real Estate

Simon Property Group Inc

3.86 83M
Real Estate

Ventas Inc

3.83 82M
Real Estate

Digital Realty Trust Inc

3.70 79M
Real Estate

Mitsubishi Estate Co Ltd

2.98 64M
Real Estate

BXP Inc

2.62 56M
Real Estate

VICI Properties Inc Ordinary Shares

2.41 52M
Real Estate

Unibail-Rodamco-Westfield Act. SIIC ET STES FONC.EUROP.

2.32 50M
Real Estate

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