# Portfolio overlap — DIFDX vs MGLAX

Comparing **MFS Diversified Income Fund** (2026-02-28) and **MFS Global Real Estate Fund** (2026-02-28).

- Shared positions: 32
- MFS Diversified Income Fund covered by MFS Global Real Estate Fund: 0.1303700699930125965316721763
- MFS Global Real Estate Fund covered by MFS Diversified Income Fund: 0.1303700699930125965316721763

## MFS Diversified Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS High Yield Pooled Portfolio | 0.218960 |  |
| PROLOGIS INC REIT | 0.015174 | ✓ |
| EQUINIX INC | 0.010618 | ✓ |
| SIMON PROPERTY | 0.008860 | ✓ |
| DIGITAL REALTY TRUST INC | 0.008320 | ✓ |
| MFS Institutional Money Market Portfolio, Class A | 0.008222 | ✓ |
| VENTAS INC REIT | 0.007930 | ✓ |
| COLGATE-PALMOLIVE CO | 0.007423 |  |
| TOYOTA TSUSHO | 0.007058 |  |
| PHILLIPS 66 | 0.006216 |  |
| NORTHERN TRUST CORP | 0.006092 |  |
| US TREASURY N/B | 0.006044 |  |
| Novartis AG (Registered) | 0.005877 |  |
| TESCO PLC | 0.005876 |  |
| PFIZER INC | 0.005803 |  |
| JOHNSON&JOHNSON | 0.005569 |  |
| AMBEV SA | 0.005471 |  |
| EQUITY LIFESTYLE PPTYS INC | 0.005054 | ✓ |
| KDDI Corporation | 0.004982 |  |
| THE CIGNA GROUP | 0.004956 |  |
| BRITISH AMERICAN TOBACCO PLC | 0.004925 |  |
| ABBVIE INC | 0.004757 |  |
| BNP PARIBAS | 0.004469 |  |
| CCB-H | 0.004428 |  |
| KIMBERLY CLARK CORP | 0.004427 |  |
| NNN REIT INC | 0.004183 | ✓ |
| ARAMARK | 0.004171 |  |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 0.004013 | ✓ |
| ATMOS ENERGY CORP | 0.003949 |  |
| ESSEX PROPERTY TRUST INC | 0.003939 | ✓ |
| ROCHE HOLDINGS AG (GENUSSCHEINE) | 0.003906 |  |
| HON HAI | 0.003892 |  |
| FED REALTY INVS | 0.003877 | ✓ |
| RIO TINTO PLC | 0.003876 |  |
| MID AMERICA APT CMNTY INC | 0.003874 | ✓ |
| EQUITY RESIDENTIAL REIT | 0.003856 | ✓ |
| VICI PROPERTIES | 0.003822 | ✓ |
| PETROCHINA-H | 0.003706 |  |
| US TREASURY N/B | 0.003704 |  |
| US TREASURY N/B | 0.003626 |  |
| ERICSSON (LM) TELE CO CL B | 0.003615 |  |
| EDISON INTL | 0.003611 |  |
| AMERICAN HOMES-A | 0.003595 | ✓ |
| LAMAR ADVERTISING CO CL A | 0.003589 | ✓ |
| REGENCY CENTERS CORP REIT | 0.003507 | ✓ |
| ACADIA RLTY TR REIT | 0.003472 | ✓ |
| US TREASURY N/B | 0.003386 |  |
| HEALTHCARE REALTY TRUST INC | 0.003340 | ✓ |
| HIGHWOODS PROPERTIES INC | 0.003283 | ✓ |
| TENARIS SA | 0.003261 |  |

## MFS Global Real Estate Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| PROLOGIS INC REIT | 0.083261 | ✓ |
| EQUINIX INC | 0.052810 | ✓ |
| GOODMAN GROUP | 0.039562 |  |
| VENTAS INC REIT | 0.039530 | ✓ |
| SIMON PROPERTY | 0.038890 | ✓ |
| DIGITAL REALTY TRUST INC | 0.034869 | ✓ |
| MITSUBISHI ESTAT | 0.033754 |  |
| MITSUI FUDOSAN | 0.029208 |  |
| UNIBAIL-RODAMCO- | 0.025403 |  |
| EQUITY LIFESTYLE PPTYS INC | 0.023792 | ✓ |
| SEGRO PLC | 0.023379 |  |
| SCENTRE GROUP | 0.023242 |  |
| VICI PROPERTIES | 0.020551 | ✓ |
| FED REALTY INVS | 0.019390 | ✓ |
| LAMAR ADVERTISING CO CL A | 0.019304 | ✓ |
| HEALTHCARE REALTY TRUST INC | 0.018532 | ✓ |
| AMERICAN HOMES-A | 0.018218 | ✓ |
| EQUITY RESIDENTIAL REIT | 0.017960 | ✓ |
| ACADIA RLTY TR REIT | 0.017634 | ✓ |
| MID AMERICA APT CMNTY INC | 0.017473 | ✓ |
| CHARTER HALL GRO | 0.017400 |  |
| GPT GROUP | 0.016929 |  |
| NNN REIT INC | 0.016765 | ✓ |
| NIPPON BUILDING | 0.016422 |  |
| ESSEX PROPERTY TRUST INC | 0.015818 | ✓ |
| EXTRA SPACE STORAGE INC | 0.015563 | ✓ |
| KIMCO REALTY CORPORATION | 0.015498 | ✓ |
| REGENCY CENTERS CORP REIT | 0.015394 | ✓ |
| LAND SECURITIES | 0.014879 |  |
| JAPAN METROPOLIT | 0.014840 |  |
| SHURGARD SELF ST | 0.014534 |  |
| REXFORD INDUSTRIAL REALTY INC | 0.013744 | ✓ |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 0.013734 | ✓ |
| HIGHWOODS PROPERTIES INC | 0.013272 | ✓ |
| GRAINGER PLC | 0.013130 |  |
| RYMAN HOSPITALITY PPTYS INC | 0.013075 | ✓ |
| BXP INC | 0.012986 | ✓ |
| BIG YELLOW GROUP | 0.010412 |  |
| SWIREPROPERTIES | 0.010392 |  |
| KLEPIERRE | 0.010303 |  |
| SUNSTONE HOTEL INVS INC | 0.010143 | ✓ |
| HONGKONG LAND | 0.009525 |  |
| Americold Realty Trust Inc | 0.008827 | ✓ |
| LONDONMETRIC PRO | 0.008211 |  |
| CAPITALAND INTEG | 0.008159 |  |
| INDUSTRIAL & INF | 0.008139 |  |
| NIPPON ACCOMMODA | 0.007691 |  |
| KENEDIX OFFICE I | 0.006933 |  |
| PARKWAYLIFE REIT | 0.006540 |  |
| INVINCIBLE INVES | 0.006302 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-008228` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/356349/000207169126008228/0002071691-26-008228-index.htm>
- N-PORT (fund B) — accession `0001410368-26-040072` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/356349/000141036826040072/0001410368-26-040072-index.htm>

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