Global Real Estate Fund Quote
| RETTX Fund | USD 30.87 0.18 0.59% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Global Real is trading at 30.87 as of the 26th of November 2024; that is 0.59 percent up since the beginning of the trading day. The fund's open price was 30.69. Global Real has about a 22 % 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. Equity ratings for Global Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of January 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of the value of its net assets plus borrowings for investment purposes in real estate securities. It seeks to achieve its objective by concentrating its investments in equity securities of real estate companies economically tied to a number of countries around the world, including the U.S., in a globally diversified manner. More on Global Real Estate
Moving together with Global Mutual Fund
| 0.75 | RNTTX | International Developed | PairCorr |
| 1.0 | RREAX | Global Real Estate | PairCorr |
| 1.0 | RREYX | Global Real Estate | PairCorr |
| 1.0 | RRESX | Global Real Estate | PairCorr |
| 1.0 | RRSCX | Global Real Estate | PairCorr |
| 1.0 | RRSRX | Global Real Estate | PairCorr |
Moving against Global Mutual Fund
Global Mutual Fund Highlights
| Fund Concentration | Russell Funds, Large Funds, Global Real Estate Funds, Global Real Estate, Russell (View all Sectors) |
| Update Date | 30th of September 2024 |
Global Real Estate [RETTX] is traded in USA and was established 26th of November 2024. Global Real is listed under Russell category by Fama And French industry classification. The fund is listed under Global Real Estate category and is part of Russell family. This fund at this time has accumulated 1.14 B in assets with no minimum investment requirementsGlobal Real Estate is currently producing year-to-date (YTD) return of 7.75% with the current yeild of 0.02%, while the total return for the last 3 years was -3.38%.
Check Global 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 Global 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 Global 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 Global 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 Global Real Estate Mutual Fund Constituents
| BXP | Boston Properties | Stock | Real Estate | |
| REG | Regency Centers | Stock | Real Estate | |
| UDR | UDR Inc | Stock | Real Estate | |
| VNO | Vornado Realty Trust | Stock | Real Estate | |
| WELL | Welltower | Stock | Real Estate | |
| AVB | AvalonBay Communities | Stock | Real Estate | |
| VTR | Ventas Inc | Stock | Real Estate | |
| VICI | VICI Properties | Stock | Real Estate |
Global Real Estate Risk Profiles
| Mean Deviation | 0.5782 | |||
| Semi Deviation | 0.7544 | |||
| Standard Deviation | 0.7294 | |||
| Variance | 0.532 |
Global Real Against Markets
Other Information on Investing in Global Mutual Fund
Global Real financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Real security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |