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Real Estate Investment Trusts (REITS) have held up well during the May selloff. As we will see in a moment, this probably should not come as a surprise. Based on the typical...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1103 | 1054 | 1324 | 1007 | 1189 | 1790 |
Fund Return | 10.32% | 5.4% | 32.39% | 0.24% | 3.52% | 5.99% |
Place in category | 116 | 119 | 150 | 73 | 134 | 69 |
% in Category | 49 | 41 | 63 | 34 | 63 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Fidelity Total Market Index Instl b | 100.61B | 19.75 | 7.53 | 12.38 | ||
Fidelity Blue Chip Growth | 62.16B | 28.77 | 6.99 | 17.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 22.46B | 9.73 | -0.95 | 5.94 | ||
Vanguard REIT Index I | 10.92B | 9.73 | -0.93 | 5.96 | ||
Vanguard Real Estate II Index Fund | 10.04B | 9.79 | -0.91 | - | ||
Cohen & Steers Instl Realty Shares | 8.07B | 12.96 | 1.22 | 7.79 | ||
DFA Real Estate Securities I | 7.45B | 10.55 | -0.06 | 6.62 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 10.04 | 116.57 | +3.39% | |
American Tower | US03027X1000 | 9.68 | 195.16 | +0.74% | |
Equinix | US29444U7000 | 7.27 | 901.15 | +0.27% | |
Public Storage | US74460D1090 | 5.91 | 334.94 | +1.42% | |
Ventas | US92276F1003 | 5.71 | 64.45 | -0.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | BUY |
Summary | Neutral | Strong Buy | Buy |
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