Mfs Global Real Fund Quote
| MGLCX Fund | USD 17.20 0.04 0.23% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Mfs Global is trading at 17.20 as of the 23rd of November 2024; that is 0.23 percent increase since the beginning of the trading day. The fund's open price was 17.16. Mfs Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Mfs Global Real are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of the funds net assets in U.S. and foreign real estate-related investments. It normally invests the funds assets primarily in equity securities. The fund may invest the funds assets in real estate-related investments of any size. More on Mfs Global Real
Moving together with Mfs Mutual Fund
| 0.67 | FPPJX | Mfs Prudent Investor | PairCorr |
| 0.69 | FPPQX | Mfs Prudent Investor | PairCorr |
| 0.72 | FPPRX | Mfs Prudent Investor | PairCorr |
| 0.7 | FPPSX | Mfs Prudent Investor | PairCorr |
| 0.68 | FPPUX | Mfs Prudent Investor | PairCorr |
| 0.67 | FPPVX | Mfs Prudent Investor | PairCorr |
Moving against Mfs Mutual Fund
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Funds, Global Real Estate Funds, Global Real Estate, MFS (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of December 2022 |
| Fiscal Year End | August |
Mfs Global Real [MGLCX] is traded in USA and was established 23rd of November 2024. Mfs Global is listed under MFS category by Fama And French industry classification. The fund is listed under Global Real Estate category and is part of MFS family. This fund now has accumulated 2.45 B in assets with no minimum investment requirementsMfs Global Real is currently producing year-to-date (YTD) return of 1.0% with the current yeild of 0.01%, while the total return for the last 3 years was -5.85%.
Check Mfs Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Global Real Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs Global Real Mutual Fund Constituents
| MPW | Medical Properties Trust | Stock | Real Estate | |
| WELL | Welltower | Stock | Real Estate | |
| AMH | American Homes 4 | Stock | Real Estate | |
| VICI | VICI Properties | Stock | Real Estate | |
| SUI | Sun Communities | Stock | Real Estate | |
| STOR | STORE Capital Corp | Stock | Real Estate | |
| SPG | Simon Property Group | Stock | Real Estate | |
| PSA | Public Storage | Stock | Real Estate |
Mfs Global Real Risk Profiles
| Mean Deviation | 0.5754 | |||
| Standard Deviation | 0.7341 | |||
| Variance | 0.539 | |||
| Risk Adjusted Performance | (0.01) |
Mfs Global Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Global financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Global security.
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