Real Estate Securities Fund Quote
| PREJX Fund | USD 29.94 0.18 0.60% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Real Estate is trading at 29.94 as of the 29th of November 2024; that is 0.60 percent up since the beginning of the trading day. The fund's open price was 29.76. 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 Securities 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, plus any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry at the time of purchase. It invests in equity securities regardless of market capitalization . More on Real Estate Securities
Moving together with Real Mutual Fund
Moving against Real Mutual Fund
Real Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Funds, Real Estate Funds, Real Estate, Principal Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Real Estate Securities [PREJX] is traded in USA and was established 29th of November 2024. Real Estate is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Principal Funds family. This fund at this time has accumulated 3.87 B in assets with no minimum investment requirementsReal Estate Securities is currently producing year-to-date (YTD) return of 11.41% with the current yeild of 0.02%, while the total return for the last 3 years was 0.07%.
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
| HLT | Hilton Worldwide Holdings | Stock | Consumer Discretionary | |
| AIV | Apartment Investment and | Stock | Real Estate | |
| REG | Regency Centers | Stock | Real Estate | |
| WELL | Welltower | Stock | Real Estate | |
| VTR | Ventas Inc | Stock | Real Estate | |
| VICI | VICI Properties | Stock | Real Estate | |
| SUI | Sun Communities | Stock | Real Estate | |
| STOR | STORE Capital Corp | Stock | Real Estate |
Real Estate Securities Risk Profiles
| Mean Deviation | 0.6635 | |||
| Semi Deviation | 0.769 | |||
| Standard Deviation | 0.8076 | |||
| Variance | 0.6523 |
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.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum |