The Real Estate Fund Quote
| DPRDX Fund | USD 12.20 0.03 0.25% |
PerformanceVery Weak
| Odds Of DistressLow
|
Real Estate is trading at 12.20 as of the 2nd of March 2025; that is 0.25 percent up since the beginning of the trading day. The fund's open price was 12.17. 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 13th of March 2023 and ending today, the 2nd of March 2025. Click here to learn more.
Under normal market conditions, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in Real Assets Securities . It will invest at least 30 percent of its net assets in foreign securities, including emerging markets issuers. More on The Real Estate
Moving together with Real Mutual Fund
Real Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Funds, World Allocation Funds, World Allocation, Delaware Funds by Macquarie (View all Sectors) |
| Update Date | 31st of March 2025 |
The Real Estate [DPRDX] is traded in USA and was established 2nd of March 2025. Real Estate is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Delaware Funds by Macquarie family. This fund currently has accumulated 86.31 M in assets under management (AUM) with no minimum investment requirementsReal Estate is currently producing year-to-date (YTD) return of 2.35% with the current yeild of 0.03%, while the total return for the last 3 years was 0.77%.
Check Real Estate 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 Real 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 Real 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 The Real Estate 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 The Real Estate Mutual Fund Constituents
| CPT | Camden Property Trust | Stock | Real Estate | |
| VNO | Vornado Realty Trust | Stock | Real Estate | |
| UDR | UDR Inc | Stock | Real Estate | |
| BCI | abrdn Bloomberg All | Etf | Commodities Broad Basket | |
| EQR | Equity Residential | Stock | Real Estate | |
| EXR | Extra Space Storage | Stock | Real Estate | |
| VLO | Valero Energy | Stock | Energy | |
| PLD | Prologis | Stock | Real Estate |
Real Estate Risk Profiles
| Mean Deviation | 0.418 | |||
| Standard Deviation | 0.5362 | |||
| Variance | 0.2876 | |||
| Risk Adjusted Performance | (0.03) |
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.
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |