MFS® Global Real Estate Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 4 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 56 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 15.13 percent over the past year, 10.24 percent over the past three years, and 17.18 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 11.9%
1 Year 15.1%
3 Years (Annualized) 10.2%
5 Years (Annualized) 17.2%
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
MFS® Global Real Estate Fund has an expense ratio of 0.97 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top MFS Funds