MFS® Global Real Estate Fund

Specialty / Alternative | MGLAX
$ 16.04
$0.0 As of 12/11/17
$735M
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information

MFS® Global Real Estate Fund

Specialty / Alternative
MGLAX
$0.0 As of 12/11/17
As of 11/30/17
Specialty / Alternative | MGLAX
$ 16.04
$0.0 As of 12/11/17
$735M
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information
INVESTMENT OBJECTIVE

Seeks total return.

INVESTMENT FOCUS

Invests primarily in equity real estate investment trusts

Emphasis on REITs believed to be attractively priced with above-average growth prospects

Fund Information

Fund Commencement
03/11/09
Net Assets ($ M)
As of 11/30/17
$735.27
Fiscal Year End
AUGUST
Benchmark

FTSE EPRA/NAREIT Developed Real Estate Index measures the performance of eligible real estate equities worldwide that generate a majority of their revenue and income through the ownership, disposure and development of income-producing real estate.

FTSE EPRA/NAREIT Developed Real Estate Index (net div)

Top 10 Holdings

As of 11/30/17
  • Simon Property Group Inc REIT
  • Public Storage REIT
  • Unibail-Rodamco SE REIT
  • Mitsui Fudosan Co Ltd
  • Link REIT REIT
  • Gateway Lifestyle
  • Mid-America Apartment Communities Inc REIT
  • Medical Properties Trust Inc REIT
  • Sun Communities Inc REIT
  • AvalonBay Communities Inc REIT
MANAGERS

Important Risk Considerations

The fund may not achieve its objective and/or you could lose money on your investment in the fund.

Stock markets and investments in individual stocks are volatile and can decline significantly in response to issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions.

Investments in foreign markets can involve greater risk and volatility than U.S. investments because of adverse market, currency, economic, industry, political, regulatory, geopolitical, or other conditions.

The fund's performance could be more volatile than the performance of more diversified funds.

Real estate-related investments can be volatile because of general, regional, and local economic conditions, fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulation and other governmental actions; increased operation expenses; lack of availability of mortgage funds; losses due to natural disasters; changes in property values and rental rates; overbuilding; losses due to casualty or condemnation, cash flows; and other factors.

Please see the prospectus for further information on these and other risk considerations.

Performance

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Average Annual Total Returns %

Average Annual Total Returns %

These results represent the percent change in net asset value.
Monthly | Quarterly As of 09/30/17 (*YTD Updated Daily, As of 12/10/17 , subject to revision and not annualized.)

    Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

    MORNINGSTAR RATING
    Morningstar Overall Rating As of 10/31/17 Class A Shares

    Morningstar Global Real Estate

    Morningstar ratings are based on risk adjusted performance.

    OVERALL
    Out Of Funds
    NA
    OVERALL MORNINGSTAR RATING
    Morningstar Overall Rating As of 10/31/17 Class A Shares

    Morningstar Global Real Estate

    Morningstar ratings are based on risk adjusted performance.

    NA
    THREE YEAR
    Out Of Funds
    NA
    FIVE YEAR
    Out Of Funds
    NA
    TEN YEAR
    Out Of Funds
    NA

    Important Performance Information

    Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

    Sales Charges

    Class A shares ("A") results include the maximum sales charge.

    Annual Rate of Return %
    Pricing & Distributions