Real Estate Securities Fund Quote
| JIREX Fund | USD 12.32 0.12 0.98% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Real Estate is trading at 12.32 as of the 2nd of January 2025; that is 0.98% up since the beginning of the trading day. The fund's open price was 12.2. Real Estate has about a 21 % 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 January 2023 and ending today, the 2nd of January 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of REITs and real estate companies. Equity securities include common stock, preferred stock and securities convertible into common stock. It may invest up to 10 percent of its total assets in securities of foreign real estate companies. More on Real Estate Securities
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Moving against Real Mutual Fund
Real Mutual Fund Highlights
| Fund Concentration | John Hancock Funds, Large Funds, Real Estate Funds, Real Estate, John Hancock (View all Sectors) |
| Update Date | 31st of December 2024 |
Real Estate Securities [JIREX] is traded in USA and was established 2nd of January 2025. Real Estate is listed under John Hancock category by Fama And French industry classification. The fund is listed under Real Estate category and is part of John Hancock family. This fund currently has accumulated 406.66 M in assets under management (AUM) with no minimum investment requirementsReal Estate Securities is currently producing year-to-date (YTD) return of 9.64% with the current yeild of 0.02%, while the total return for the last 3 years was -3.9%.
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 Real Estate Securities 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 Real Estate Securities Mutual Fund Constituents
| REXR | Rexford Industrial Realty | Stock | Real Estate | |
| BXP | Boston Properties | Stock | Real Estate | |
| PLD | Prologis | Stock | Real Estate | |
| SHO | Sunstone Hotel Investors | Stock | Real Estate | |
| BRX | Brixmor Property | Stock | Real Estate | |
| HPP | Hudson Pacific Properties | Stock | Real Estate | |
| CPT | Camden Property Trust | Stock | Real Estate | |
| DLR | Digital Realty Trust | Stock | Real Estate |
Real Estate Securities Risk Profiles
| Mean Deviation | 0.7253 | |||
| Standard Deviation | 0.9511 | |||
| Variance | 0.9045 | |||
| Risk Adjusted Performance | (0.07) |
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.
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