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Investors from mainland China were net sellers of $854M of U.S. commercial real estate in Q4, the third consecutive quarter that Chinese investors sold more U.S. property they...
BMO analysts expect another volatile year for real estate investment trusts as higher cap rates and financing costs and increased macro concerns are offset by more M&A...
The Federal Reserve warns that asset valuations appear high vs. historical ranges and that could lead to market plunges if risks increase, according to its financial stability...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 919 | 1017 | 832 | 1047 | 1472 |
Fund Return | 1.74% | -8.15% | 1.74% | -5.95% | 0.92% | 3.94% |
Place in category | 207 | 189 | 207 | 182 | 180 | 124 |
% in Category | 91 | 84 | 91 | 86 | 89 | 83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 16.39B | 34.73 | 9.34 | 14.02 | ||
Invesco Equity and Income A | 10.6B | 11.81 | 4.31 | 7.11 | ||
Invesco Comstock A | 7.05B | 15.03 | 9.18 | 9.47 | ||
Invesco Diversified Dividend A | 4.01B | 13.13 | 6.58 | 7.66 | ||
Invesco SmallCapValue Y | 4.16B | 24.81 | 17.16 | 12.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 20.3B | 4.92 | -4.69 | 5.06 | ||
Vanguard REIT Index I | 9.99B | 4.94 | -4.67 | 5.08 | ||
Vanguard Real Estate II Index Fund | 9.29B | 4.99 | -4.64 | - | ||
Cohen & Steers Instl Realty Shares | 7.71B | 6.24 | -3.40 | 6.70 | ||
DFA Real Estate Securities I | 7.07B | 5.52 | -4.16 | 5.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Equinix | US29444U7000 | 8.44 | 913.66 | -0.92% | |
American Tower | US03027X1000 | 8.17 | 184.95 | -0.47% | |
Welltower | US95040Q1040 | 7.97 | 136.48 | -0.51% | |
Digital | US2538681030 | 4.95 | 163.86 | -0.23% | |
Simon Property | US8288061091 | 4.93 | 173.86 | -1.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | Strong Buy | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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