Nasdaq - Delayed Quote USD

MFS Global Real Estate R3 (MGLLX)

18.27 +0.12 (+0.66%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 18.15
  • YTD Return 5.67%
  • Expense Ratio 1.19%
  • Category Global Real Estate
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.5B
  • Beta (5Y Monthly) 1.14
  • Yield 1.52%
  • 5y Average Return --
  • Holdings Turnover 30.00%
  • Last Dividend 0.27
  • Inception Date Mar 11, 2009

The fund normally invests at least 80% of the fund's net assets in U.S. and foreign real estate-related investments. It normally invests the fund's assets primarily in equity securities. The fund may invest the fund's assets in real estate-related investments of any size. MFS normally invests the fund's assets across different countries and regions, but MFS may invest a significant percentage of the fund's assets in issuers in a single country or region.

MFS

Fund Family

Global Real Estate

Fund Category

2.5B

Net Assets

2009-03-11

Inception Date

Performance Overview: MGLLX

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Trailing returns as of 9/12/2024. Category is Global Real Estate.

YTD Return

MGLLX
5.67%
Category
14.32%
?

1-Year Return

MGLLX
14.75%
Category
32.33%
?

3-Year Return

MGLLX
3.42%
Category
7.75%
?

5-Year Return

MGLLX
3.25%
Category
6.57%
?

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Holdings: MGLLX

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Top 10 Holdings (43.64% of Total Assets)

SymbolCompany% Assets
PLD
Prologis, Inc. 9.46%
EQIX
Equinix, Inc. 6.00%
EXR
Extra Space Storage Inc. 4.34%
GMG.AX
Goodman Group 4.32%
MAA
Mid-America Apartment Communities, Inc. 3.63%
8801.T
Mitsui Fudosan Co., Ltd. 3.60%
ELS
Equity LifeStyle Properties, Inc. 3.46%
DLR
Digital Realty Trust, Inc. 3.29%
VTR
Ventas, Inc. 2.79%
FRT
Federal Realty Investment Trust 2.76%

Sector Weightings

Recent News: MGLLX

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Research Reports: MGLLX

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