West Loop Realty Fund Quote

REIAX Fund  USD 15.09  0.10  0.67%   

Performance

4 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 20

 
High
 
Low
Low
West Loop is trading at 15.09 as of the 29th of November 2024; that is 0.67 percent up since the beginning of the trading day. The fund's open price was 14.99. West Loop 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 West Loop Realty are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund will pursue its investment objective by investing at least 80 percent of its net assets in income-producing equity securities, including common stocks, preferred stocks, convertible securities, rights, and warrants, of publicly traded companies participating in the real estate sector, such as Real Estate Investment Trusts . More on West Loop Realty

Moving together with West Mutual Fund

  0.65VGSIX Vanguard Reit IndexPairCorr
  0.65VGSLX Vanguard Reit IndexPairCorr
  0.65VGSNX Vanguard Reit IndexPairCorr
  0.7DFREX Dfa Real EstatePairCorr
  0.65CSCIX Cohen Steers RealPairCorr
  0.65CSEIX Cohen Steers RealPairCorr

Moving against West Mutual Fund

  0.56LETRX Voya Russia FundPairCorr
  0.41KSCYX Kinetics Small Cap Steady GrowthPairCorr
  0.41KSOCX Kinetics Small Cap Steady GrowthPairCorr
  0.41KSCOX Kinetics Small Cap Steady GrowthPairCorr
  0.4LSHUX Horizon Spin Off Steady GrowthPairCorr
  0.39WWNPX Kinetics Paradigm Steady GrowthPairCorr

West Mutual Fund Highlights

Fund ConcentrationReal Estate, Liberty Street (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date30th of April 2023
Fiscal Year EndDecember
West Loop Realty [REIAX] is traded in USA and was established 29th of November 2024. The fund is listed under Real Estate category and is part of Liberty Street family. This fund at this time has accumulated 25.92 M in assets with no minimum investment requirementsWest Loop Realty is currently producing year-to-date (YTD) return of 12.16% with the current yeild of 0.01%, while the total return for the last 3 years was 0.35%.
Check West Loop Probability Of Bankruptcy

Instrument Allocation

Top West Loop Realty Mutual Fund Constituents

LSILife StorageStockReal Estate
INVHInvitation HomesStockReal Estate
WELLWelltowerStockReal Estate
VTRVentas IncStockReal Estate
VNOVornado Realty TrustStockReal Estate
SPGSimon Property GroupStockReal Estate
SBACSBA Communications CorpStockReal Estate
PSAPublic StorageStockReal Estate
More Details

West Loop Realty Risk Profiles

West Loop Against Markets

Other Information on Investing in West Mutual Fund

West Loop financial ratios help investors to determine whether 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 West with respect to the benefits of owning West Loop security.
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