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MFS® Global Real Estate Fund

       
   
   
   

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Global Real Estate Fund is not available for direct purchase.

 
Symbol: MGLAX   CUSIP:  552982753   Newspaper Abbreviation: PENDING   Fund number: 59  
Daily NAV:  $15.13  (as of 4/24/14)
    Characteristics Fund Profile Performance Portfolio Management Dividends and Capital Gains Price History Fund Reports/Prospectus Insightful Investing

Performance

Start of Investment Operations: March 10, 2009
Class Inception: March 11, 2009
Maximum Sales Charge:  5.75%


Average Annual Total Returns, not including sales charges (%)
These results represent the percent change in net asset value.

  Updated Daily as of 4/24/14, subject to revision. (not annualized) Updated Monthly as of 3/31/14
  YTD 1Yr 3Yr 5Yr 10Yr Life
  5.36 2.51 7.97 22.23 23.69


Average Annual Total Returns, including sales charges (%)
These results represent the percent change in net asset value.

Updated Daily
as of 4/24/14,
subject to revision.
(not annualized)
Updated Monthly as of 3/31/14
YTD 1Yr 3Yr 5Yr 10Yr Life
-0.70 -3.38 5.86 20.79 22.25


Average Annual Total Returns , not including sales charges (%) Updated Quarterly through 3/31/14
These results represent the percent change in net asset value.

  YTD 1Yr 3Yr 5Yr 10Yr Life
  3.34 2.51 7.97 22.23 23.69



Average Annual Total Returns, including sales charges (%), Updated Quarterly through 3/31/14
These results represent the percent change in net asset value.

YTD 1Yr 3Yr 5Yr 10Yr Life
-2.60 -3.38 5.86 20.79 22.25


Important Performance Information



Annual Rates of Return at NAV (%)
  Year Rate of Return
  2013   4.74    
  2012   29.49    
  2011   -7.22    
  2010   15.29    

Expense Ratios (%)
Gross Net
1.23 1.23
Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. Net Expense Ratio reflects the reduction of expenses from fee waivers and reimbursements. Elimination of these reductions will result in higher expenses and lower performance.

 
Important Performance Information

 
 
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.

 
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.

 
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, political, regulatory, geopolitical, and other conditions.

 
Investments in foreign markets can involve greater risk and volatility than U.S. investments because of adverse market, economic, 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, interest rates, property tax rates and values, zoning laws, regulations, natural disasters, 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.

 
This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.