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As investors slowly rotate out of the stay-at-home and tech stocks, out-of-favor issues have gained momentum. Year-to-date through the period ended Aug. 5, 2021, the average equity...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1011 | 944 | 1128 | 974 | 1242 | 1880 |
Fund Return | 1.1% | -5.55% | 12.85% | -0.87% | 4.42% | 6.51% |
Place in category | 59 | 213 | 68 | 66 | 36 | 5 |
% in Category | 33 | 94 | 30 | 34 | 18 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cohen & Steers Instl Realty Shares | 7.81B | 1.11 | -0.55 | 6.17 | ||
Cohen & Steers Preferred Sec & IncI | 6.08B | 0.78 | 1.89 | 4.56 | ||
Cohen & Steers Realty Shares | 4.75B | 1.08 | -0.59 | 6.01 | ||
Cohen & Steers Global Realty I | 1.54B | 1.94 | -3.57 | 3.89 | ||
Cohen & Steers Low Duration Pref & | 1.39B | 0.74 | 3.78 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 20.51B | 1.66 | -1.41 | 4.55 | ||
Vanguard REIT Index I | 10.13B | 1.69 | -1.38 | 4.57 | ||
Vanguard Real Estate II Index Fund | 9.45B | 1.68 | -1.36 | - | ||
Cohen & Steers Instl Realty Shares | 7.81B | 1.11 | -0.55 | 6.17 | ||
DFA Real Estate Securities I | 7.17B | 0.77 | -1.22 | 5.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Welltower | US95040Q1040 | 9.92 | 148.58 | -1.16% | |
American Tower | US03027X1000 | 8.76 | 191.55 | -0.43% | |
Digital | US2538681030 | 7.47 | 165.36 | -3.86% | |
Prologis | US74340W1036 | 5.68 | 120.97 | +0.06% | |
Crown Castle | US22822V1017 | 5.66 | 92.19 | +1.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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