MGLAX : MFS Global Real Estate Fund Class A

MGLAX is a Sector Equity Market Real Estate with MODERATE fees.

MGLAX

MFS Global Real Estate Fund Class A

FI Score

47 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

47% FI Score
  • mglax
  • Mutual Fund
  • Sector Equity
  • Real Estate

MFS Global Real Estate Fund Class A

Expenses: 1.25% (Better than 1% of similar funds)

This is a bad choice for a Real Estate Sector Equity fund. See why ยป

Fund Summary

The investment seeks total return. 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.

Largest Holdings

Amount Holding
5.74% Prologis Inc
3.77% Public Storage
3.16% Link Real Estate Investment Trust
2.75% American Homes 4 Rent Class A
2.74% Goodman Group
2.71% National Storage REIT
2.59% Deutsche Wohnen SE
2.53% Welltower Inc
2.52% Equinix Inc
2.40% Daiwa House Industry Co Ltd
2.33% Mapletree Logistics Trust
2.19% Alexandria Real Estate Equities Inc
2.16% Japan Logistics Fund Inc
2.14% AvalonBay Communities Inc
2.06% Equity Lifestyle Properties Inc
2.05% Mid-America Apartment Communities Inc
2.05% Warehouses De Pauw
2.02% Advance Residence Investment Corp
1.91% Shurgard Self Storage SA
1.86% Urban Edge Properties
1.82% Sun Communities Inc
1.78% American Tower Corp
1.77% VICI Properties Inc Ordinary Shares
1.77% Stag Industrial Inc
1.73% Ascendas India Trust

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