Nuveen Real Estate Fund Quote
| FARCX Fund | USD 15.06 0.04 0.26% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Nuveen Real is trading at 15.06 as of the 31st of January 2025; that is 0.26 percent decrease since the beginning of the trading day. The fund's open price was 15.1. Nuveen Real 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 2nd of December 2024 and ending today, the 31st of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in income-producing common stocks of publicly traded companies engaged in the real estate industry. The advisor expects to emphasize investments in equity REITs, although it may invest in all three kinds of REITs. More on Nuveen Real Estate
Moving together with Nuveen Mutual Fund
| 0.8 | O | Realty Income | PairCorr |
| 0.71 | FR | First Industrial Realty Earnings Call This Week | PairCorr |
| 0.79 | HR | Healthcare Realty Trust | PairCorr |
| 0.9 | KW | Kennedy Wilson Holdings | PairCorr |
Moving against Nuveen Mutual Fund
Nuveen Mutual Fund Highlights
| Thematic Idea | Monster Funds (View all Themes) |
| Fund Concentration | Nuveen Funds, Large Funds, Real Estate Funds, Monster Funds, Real Estate, Nuveen, Large, Real Estate (View all Sectors) |
| Update Date | 31st of December 2024 |
Nuveen Real Estate [FARCX] is traded in USA and was established 31st of January 2025. Nuveen Real is listed under Nuveen category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Nuveen family. The entity is thematically classified as Monster Funds. This fund currently has accumulated 3.41 B in assets under management (AUM) with minimum initial investment of 100 K. Nuveen Real Estate is currently producing year-to-date (YTD) return of 1.34% with the current yeild of 0.03%, while the total return for the last 3 years was -0.59%.
Check Nuveen 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 Nuveen 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 Nuveen 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 Nuveen 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 Nuveen Real Estate Mutual Fund Constituents
| VNO | Vornado Realty Trust | Stock | Real Estate | |
| NNN | National Retail Properties | Stock | Real Estate | |
| FRT | Federal Realty Investment | Stock | Real Estate | |
| WELL | Welltower | Stock | Real Estate | |
| VTR | Ventas Inc | Stock | Real Estate | |
| UDR | UDR Inc | Stock | Real Estate | |
| SUI | Sun Communities | Stock | Real Estate | |
| SPG | Simon Property Group | Stock | Real Estate |
Nuveen Real Estate Risk Profiles
| Mean Deviation | 0.9233 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.52 | |||
| Risk Adjusted Performance | (0.09) |
Nuveen Real Against Markets
Other Information on Investing in Nuveen Mutual Fund
Nuveen Real financial ratios help investors to determine whether Nuveen 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 Nuveen with respect to the benefits of owning Nuveen Real security.
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