Real Estate is trading at 27.58 as of the 22nd of November 2024; that is 0.62 percent up since the beginning of the trading day. The fund's open price was 27.41. 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 23rd of October 2024 and ending today, the 22nd 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
Real Estate Fund [AREWX] is traded in USA and was established 22nd 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 Realty Funds. This fund presently has accumulated 1.05 B in assets under management (AUM) with minimum initial investment of 2.5 K. Real Estate Fund is currently producing year-to-date (YTD) return of 12.29% with the current yeild of 0.01%, while the total return for the last 3 years was -0.43%.
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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 Fund 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.
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.