3 / 5 Stars
4 5 2 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#20 in Global Real Estate
U.S. News evaluated 58 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 0.80 percent over the past year, and 6.84 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.5%|
|3 Years (Annualized)||6.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund normally invests at least 80% of 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. It may invest a relatively large percentage of the fund's assets in a single country, a small number of countries, or a particular geographic region. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
MFS® Global Real Estate Fund has an expense ratio of 1.23 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.