MGLKX Mutual Fund
MGLKX Mutual Fund
MFS Global Real Estate Fund Class R2
MGLKX Mutual Fund Overview
MGLKX Mutual Fund (MFS Global Real Estate Fund Class R2) is managed by MFS Investment Management with $2.0M in net assets. MGLKX expense ratio is 1.43%, holding 65 positions across sectors including Real Estate, Unknown, Communication Services. Inception date: 2014-12-19.
MGLKX performance shows a YTD return of 9.22%. The 1-year return is 9.43% and the 5-year return is -0.36%. MGLKX dividend yield stands at 2.49%, paid annually.
MGLKX top holdings include Prologis Inc (8.3%), Equinix, Inc. (5.3%), Goodman Group (4.0%), Ventas Canada Inc. (3.9%), SIMON PROPERTY GROUP REIT INC (3.9%). View all MGLKX holdings, sector breakdown, or dividend history.
MGLKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MGLKX alternatives are available via the screener, along with tax-loss harvesting opportunities.