Real Estate Fund Quote

AREEX Fund  USD 26.25  0.03  0.11%   

Performance

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Odds Of Distress

Less than 22

 
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Real Estate is trading at 26.25 as of the 21st of January 2025; that is 0.11 percent down since the beginning of the trading day. The fund's open price was 26.28. Real Estate 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. The performance scores are derived for the period starting the 1st of February 2023 and ending today, the 21st of January 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities issued by real estate investment trusts and other companies engaged in the real estate industry. The portfolio managers look for real estate securities they believe will provide superior returns, focusing on companies with the potential for stock price appreciation, plus sustainable growth of cash flow to investors. More on Real Estate Fund

Moving together with Real Mutual Fund

  0.75O Realty IncomePairCorr
  0.89FR First Industrial RealtyPairCorr
  0.89HR Healthcare Realty TrustPairCorr
  0.91KW Kennedy Wilson HoldingsPairCorr

Moving against Real Mutual Fund

  0.36DX Dynex Capital Earnings Call This WeekPairCorr

Real Mutual Fund Highlights

Fund ConcentrationAmerican Century Investments Funds, Large Funds, Real Estate Funds, Real Estate, American Century Investments (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Real Estate Fund [AREEX] is traded in USA and was established 21st of January 2025. Real Estate is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Real Estate category and is part of American Century Investments family. This fund presently has accumulated 716.68 M in assets under management (AUM) with no minimum investment requirementsReal Estate Fund is currently producing year-to-date (YTD) return of 0.08% with the current yeild of 0.02%, while the total return for the last 3 years was -1.55%.
Check Real Estate Probability Of Bankruptcy

Instrument Allocation

Top Real Estate Fund Mutual Fund Constituents

AVBAvalonBay CommunitiesStockReal Estate
ORealty IncomeStockReal Estate
PLDPrologisStockReal Estate
SPGSimon Property GroupStockReal Estate
UDRUDR IncStockReal Estate
WYWeyerhaeuserStockReal Estate
HCPHashicorpStockInformation Technology
EQREquity ResidentialStockReal Estate
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Real Estate Fund Risk Profiles

Real Estate Against Markets

Other Information on Investing in Real Mutual Fund

Real Estate financial ratios help investors to determine whether Real 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 Real with respect to the benefits of owning Real Estate security.
Fundamental Analysis
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Pair Correlation
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