Real Estate Fund Quote

AREDX Fund  USD 28.52  0.31  1.10%   

Performance

5 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 20

 
High
 
Low
Low
Real Estate is trading at 28.52 as of the 25th of November 2024; that is 1.10 percent up since the beginning of the trading day. The fund's open price was 28.21. Real Estate has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Real Estate Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. 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

  0.67DX Dynex CapitalPairCorr
  0.64HR Healthcare Realty TrustPairCorr

Moving against Real Mutual Fund

  0.6PW Power REITPairCorr

Real Mutual Fund Highlights

Thematic IdeaMonster Funds (View all Themes)
Fund ConcentrationAmerican Century Investments Funds, Large Funds, Real Estate Funds, Monster Funds, Real Estate, American Century Investments, Large, Real Estate (View all Sectors)
Update Date30th of September 2024
Real Estate Fund [AREDX] is traded in USA and was established 25th of November 2024. 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. The entity is thematically classified as Monster Funds. This fund presently has accumulated 1.05 B in assets under management (AUM) with no minimum investment requirementsReal Estate Fund is currently producing year-to-date (YTD) return of 14.82% with the current yeild of 0.02%, while the total return for the last 3 years was 1.29%.
Check Real Estate Probability Of Bankruptcy

Instrument Allocation

Top Real Estate Fund Mutual Fund Constituents

INVHInvitation HomesStockReal Estate
PSAPublic StorageStockReal Estate
EXRExtra Space StorageStockReal Estate
BXPBoston PropertiesStockReal Estate
SPGSimon Property GroupStockReal Estate
AREAlexandria Real EstateStockReal Estate
SUISun CommunitiesStockReal Estate
VNOVornado Realty TrustStockReal Estate
More Details

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.
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance