Global Real Estate Fund Quote
| GREZX Fund | USD 9.34 0.04 0.43% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Global Real is trading at 9.34 as of the 15th of December 2024; that is 0.43% down since the beginning of the trading day. The fund's open price was 9.38. Global Real 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 15th of November 2024 and ending today, the 15th of December 2024. Click here to learn more.
The fund invests mainly in equity securities of real estate investment trusts and other real estate related companies. The adviser defines a real estate related company as one that derives at least 50 percent of its revenue from, or has at least 50 percent of the value of its assets in, real estate, including the ownership, construction, management or sale of real estate.. More on Global Real Estate
Moving against Global Mutual Fund
Global Mutual Fund Highlights
| Fund Concentration | GuideStone Funds, Large Funds, Global Real Estate Funds, Global Real Estate, GuideStone Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Global Real Estate [GREZX] is traded in USA and was established 15th of December 2024. Global Real is listed under GuideStone Funds category by Fama And French industry classification. The fund is listed under Global Real Estate category and is part of GuideStone Funds family. This fund currently has accumulated 263.44 M in assets under management (AUM) with minimum initial investment of 1 K. Global Real Estate is currently producing year-to-date (YTD) return of 8.57% with the current yeild of 0.03%, while the total return for the last 3 years was -2.2%.
Check Global Real 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 Global 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 Global 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 Global 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 Global Real Estate Mutual Fund Constituents
| MITEF | Mitsubishi Estate Co | Pink Sheet | Real Estate—Diversified | |
| SPG | Simon Property Group | Stock | Real Estate | |
| LSI | Life Storage | Stock | Real Estate | |
| PEAK | PEAK Old | Stock | Real Estate | |
| ARE | Alexandria Real Estate | Stock | Real Estate | |
| HCP | Hashicorp | Stock | Information Technology | |
| EQR | Equity Residential | Stock | Real Estate | |
| SUI | Sun Communities | Stock | Real Estate |
Global Real Estate Risk Profiles
| Mean Deviation | 0.5571 | |||
| Standard Deviation | 0.733 | |||
| Variance | 0.5374 | |||
| Risk Adjusted Performance | (0.08) |
Global Real Against Markets
Other Information on Investing in Global Mutual Fund
Global Real financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Real security.
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