Mfs Global Real Fund Quote

MGLIX Fund  USD 17.27  0.09  0.52%   

Performance

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Odds Of Distress

Less than 22

 
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Mfs Global is trading at 17.27 as of the 22nd of November 2024; that is 0.52 percent decrease since the beginning of the trading day. The fund's open price was 17.36. 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 3rd of December 2022 and ending today, the 22nd 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

  0.69FPPJX Mfs Prudent InvestorPairCorr
  0.7FPPQX Mfs Prudent InvestorPairCorr
  0.73FPPRX Mfs Prudent InvestorPairCorr
  0.71FPPSX Mfs Prudent InvestorPairCorr
  0.69FPPUX Mfs Prudent InvestorPairCorr
  0.69FPPVX Mfs Prudent InvestorPairCorr

Moving against Mfs Mutual Fund

  0.38OTCIX Mfs Mid CapPairCorr
  0.38OTCKX Mfs Mid CapPairCorr
  0.36OTCHX Mfs Mid CapPairCorr
  0.36OTCJX Mfs Mid CapPairCorr

Mfs Mutual Fund Highlights

Fund ConcentrationMFS Funds, Large Funds, Global Real Estate Funds, Global Real Estate, MFS (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date29th of December 2022
Fiscal Year EndAugust
Mfs Global Real [MGLIX] is traded in USA and was established 22nd 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 1.83% with the current yeild of 0.02%, while the total return for the last 3 years was -4.91%.
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

MPWMedical Properties TrustStockReal Estate
WELLWelltowerStockReal Estate
AMHAmerican Homes 4StockReal Estate
VICIVICI PropertiesStockReal Estate
SUISun CommunitiesStockReal Estate
STORSTORE Capital CorpStockReal Estate
SPGSimon Property GroupStockReal Estate
PSAPublic StorageStockReal Estate
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Mfs Global Top Holders

PFSMXRiskproreg Pfg 30Mutual FundWorld Large-Stock Blend
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Mfs Global Real Risk Profiles

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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