Address And Details
|500 Boylston St , Boston, MA 02116|
|Fund Manager||Richard Gable|
|Manager Tenure||7 Years|
Strategy And Objective
The fund s investment objective is to seek total return. MFS (Massachusetts Financial Services Company, the fund s investment adviser) normally invests at least 80% of the fund s net assets in U.S. and foreign real estate-related investments. MFS normally invests the fund s assets primarily in equity securities. MFS generally focuses the fund s investments in equity real estate investment trusts (REITs) as well as similar entities formed under the laws of non-U.S. countries, but may also invest in mortgage REITs, hybrid REITs and other U.S. and foreign real estate-related investments, including emerging market real estate-related investments. MFS may invest the fund s assets in real estate-related investments of any size. However, issuers of real estate-related investments tend to have small-to-medium market capitalizations. MFS normally allocates the fund s investments across different REIT managers and property types, but may from time to time focus the fund s investments in any one or a few of these areas. MFS normally invests the fund s assets across different countries and regions, but MFS may invest a significant percentage of the fund s assets in issuers in a single country or region. MFS generally invests the fund s assets in at least three different countries and invests a percentage of the fund s net assets in securities of foreign issuers equal to at least the lesser of 40% or the percentage of foreign issuers in the FTSE EPRA Nareit Developed Real Estate Index less 15%. MFS may invest a significant percentage of the fund s assets in a single issuer or a small number of issuers. MFS uses an active bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental analysis of individual issuers. For purposes of the fund s 80% policy, net assets include the amount of any borrowings for investment purposes.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||6.33 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 11/30/2021||Average Annual Current Performance Quarterly As Of 09/30/2021||Avg Annual Current Performance Monthly As Of 11/30/2021||Avg Annual Current Performance Quarterly As Of 09/30/2021|
|Life Of Fund||
Top 10 Holdings
|Symbol||Company Name||% Of Assets|
|EXR||EXTRA SPACE STORAGE||3.45%|
|AVB||AVALONBAY COMMUNITIES INC||3.01%|
|AMH||AMERICAN HOMES 4 RENT||2.92%|
|SUI||SUN COMMUNITIES INC||2.57%|
|ELS||EQUITY LIFESTYLE PROPERTIES I||2.51%|
|SPG||SIMON PROPERTY GROUP INC||2.45%|
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