MFS® Global Real Estate Fund

U.S. News evaluated 57 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 4.57 percent over the past year, and 7.29 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 2.6%
1 Year 4.6%
3 Years (Annualized) 7.3%
5 Years (Annualized) N/A
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 0.98 percent.

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Risk

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

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