MGLKX Mutual Fund

MGLKX Mutual Fund (MFS Global Real Estate Fund Class R2) is managed by MFS Investment Management with $1.4M in net assets. MGLKX expense ratio is 1.43%, holding 67 positions across sectors including Real Estate, Communication Services, Consumer Discretionary. Inception date: 2014-12-19.

MGLKX performance shows a YTD return of 2.41%. The 1-year return is 1.39% and the 5-year return is -1.74%. MGLKX dividend yield stands at 2.59%, paid annually.

MGLKX top holdings include Prologis Inc (7.9%), Equinix, Inc. (5.2%), Cash & Cash Equivalents (4.5%), Simon Property Group Inc (3.9%), Mfs Institutional Money Market Portfolio (3.5%). Go to all MGLKX holdings, MGLKX sectors, or MGLKX dividends.

MGLKX can be compared against other funds. Use MGLKX overlap to find shared positions, or MGLKX vs another fund for a side-by-side view. MGLKX alternatives are available via the screener, along with tax-loss harvesting opportunities.