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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1157 | 1268 | 1090 | 1393 | 1799 |
Fund Return | 13.86% | 15.69% | 26.76% | 2.92% | 6.85% | 6.05% |
Place in category | 114 | 137 | 223 | 113 | 14 | 123 |
% in Category | 50 | 62 | 90 | 50 | 9 | 78 |
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 | 9.7B | 13.67 | 2.56 | - | ||
Cohen & Steers Instl Realty Shares | 7.94B | 12.96 | 1.22 | 7.79 | ||
DFA Real Estate Securities I | 7.48B | 10.55 | -0.06 | 6.62 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Real Estate Select Sector SPDR | US81369Y8600 | 11.27 | 43.17 | +1.24% | |
Healthcare Realty Trust Inc | - | 5.56 | - | - | |
Healthpeak Properties Inc | - | 5.48 | - | - | |
Kite Realty Group Trust | - | 5.28 | - | - | |
Urban Edge Properties | US91704F1049 | 5.11 | 23.15 | +0.70% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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