Global Real Estate Fund Quote

RREYX Fund  USD 28.81  0.01  0.03%   

Performance

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Odds Of Distress

Less than 21

 
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Global Real is trading at 28.81 as of the 18th of January 2025; that is 0.03% down since the beginning of the trading day. The fund's open price was 28.82. Global 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 29th of January 2023 and ending today, the 18th of January 2025. 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

  0.85RNTTX International DevelopedPairCorr
  1.0RREAX Global Real EstatePairCorr
  1.0RRESX Global Real EstatePairCorr
  1.0RRSCX Global Real EstatePairCorr
  1.0RRSRX Global Real EstatePairCorr

Moving against Global Mutual Fund

  0.69RALUX Growth StrategyPairCorr
  0.47RSBYX Short Duration BondPairCorr
  0.43RSDTX Short Duration BondPairCorr
  0.38RSBTX Short Duration BondPairCorr

Global Mutual Fund Highlights

Fund ConcentrationRussell Funds, Large Funds, Global Real Estate Funds, Global Real Estate, Russell (View all Sectors)
Update Date31st of December 2024
Global Real Estate [RREYX] is traded in USA and was established 18th of January 2025. 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 minimum initial investment of 10 M. Global Real Estate is currently producing year-to-date (YTD) return of 0.49% with the current yeild of 0.03%, while the total return for the last 3 years was -6.41%.
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

REGRegency CentersStockReal Estate
ORealty IncomeStockReal Estate
BXPBoston PropertiesStockReal Estate
WELLWelltowerStockReal Estate
AVBAvalonBay CommunitiesStockReal Estate
VTRVentas IncStockReal Estate
VICIVICI PropertiesStockReal Estate
UDRUDR IncStockReal Estate
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Global Real Top Holders

RCLRXConservative Strategy FundMutual FundAllocation--15% to 30% Equity
RMLVXModerate Strategy FundMutual FundAllocation--30% to 50% Equity
RALSXGrowth Strategy FundMutual FundAllocation--70% to 85% Equity
RALVXGrowth Strategy FundMutual FundAllocation--70% to 85% Equity
RALCXGrowth Strategy FundMutual FundAllocation--70% to 85% Equity
RBLAXBalanced Strategy FundMutual FundAllocation--50% to 70% Equity
RMLRXModerate Strategy FundMutual FundAllocation--30% to 50% Equity
REAAXEquity Growth StrategyMutual FundAllocation--70% to 85% Equity
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Global Real Estate Risk Profiles

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.
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