Great West Real Estate Fund Quote

MXSFX Fund  USD 9.80  0.06  0.62%   

Performance

6 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 20

 
High
 
Low
Low
Great-west Real is trading at 9.80 as of the 29th of November 2024; that is 0.62 percent up since the beginning of the trading day. The fund's open price was 9.74. Great-west Real 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 Great West Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of June 2023 and ending today, the 29th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in securities of the companies included in the benchmark index. The fund uses the replication method of indexing, meaning the fund seeks to own the securities contained in the benchmark index in as close as possible a proportion of the fund as each stocks weight in the benchmark index. More on Great West Real Estate

Moving together with Great-west Mutual Fund

  0.73DX Dynex CapitalPairCorr
  0.8HR Healthcare Realty TrustPairCorr
  0.62OZ Belpointe PREP LLCPairCorr

Moving against Great-west Mutual Fund

  0.43PW Power REITPairCorr

Great-west Mutual Fund Highlights

Fund ConcentrationGreat-West Funds, Large Funds, Real Estate Funds, Real Estate, Great-West Funds, Large, Real Estate (View all Sectors)
Update Date30th of September 2024
Great West Real Estate [MXSFX] is traded in USA and was established 29th of November 2024. Great-west Real is listed under Great-West Funds category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Great-West Funds family. This fund now has accumulated 349.54 M in assets with no minimum investment requirementsGreat West Real is currently producing year-to-date (YTD) return of 14.4% with the current yeild of 0.02%, while the total return for the last 3 years was 0.56%.
Check Great-west Real Probability Of Bankruptcy

Instrument Allocation

Top Great West Real Estate Mutual Fund Constituents

VNOVornado Realty TrustStockReal Estate
AREAlexandria Real EstateStockReal Estate
AVBAvalonBay CommunitiesStockReal Estate
BXPBoston PropertiesStockReal Estate
DLRDigital Realty TrustStockReal Estate
EQREquity ResidentialStockReal Estate
ESSEssex Property TrustStockReal Estate
EXRExtra Space StorageStockReal Estate
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Great-west Real Top Holders

MXJUXGreat West Moderately ServativeMutual FundAllocation--30% to 50% Equity
MXIPXGreat West Servative ProfileMutual FundAllocation--15% to 30% Equity
MXHRXGreat West Moderately AggressiveMutual FundAllocation--70% to 85% Equity
MXGTXGreat West Aggressive ProfileMutual FundAllocation--85%+ Equity
MXKVXGreat West Servative ProfileMutual FundAllocation--15% to 30% Equity
MXHPXGreat West Moderately ServativeMutual FundAllocation--30% to 50% Equity
MXCPXGreat West Servative ProfileMutual FundAllocation--15% to 30% Equity
MXBPXGreat West Moderately AggressiveMutual FundAllocation--70% to 85% Equity
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Great West Real Risk Profiles

Great-west Real Against Markets

Other Information on Investing in Great-west Mutual Fund

Great-west Real financial ratios help investors to determine whether Great-west 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 Great-west with respect to the benefits of owning Great-west Real security.
Theme Ratings
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Alpha Finder
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