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A real estate fund is a sector fund that primarily invests in the securities issued by companies that invest in real estate projects. Such funds can directly invest in real estate...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 979 | 1105 | 948 | 1142 | 1406 |
Fund Return | 1.39% | -2.13% | 10.49% | -1.76% | 2.69% | 3.47% |
Place in category | 46 | 46 | 163 | 124 | 141 | 122 |
% in Category | 26 | 18 | 70 | 59 | 68 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 35.62B | 3.26 | 8.22 | 10.98 | ||
T. Rowe Price Blue Chip Growth | 33.38B | 2.82 | 12.74 | 15.20 | ||
T. Rowe Price Blue Chip Growth I | 30.4B | 2.83 | 12.89 | - | ||
T. Rowe Price Capital AppreciationI | 29.68B | 3.26 | 8.35 | - | ||
T. Rowe Price Instl Large Cap Growt | 22.87B | 2.70 | 12.53 | 16.51 |
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 | 7.71B | 1.11 | -0.55 | 6.17 | ||
DFA Real Estate Securities I | 7.19B | 0.77 | -1.22 | 5.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Equinix | US29444U7000 | 9.95 | 939.08 | +0.77% | |
American Tower | US03027X1000 | 7.43 | 188.56 | -0.52% | |
Prologis | US74340W1036 | 6.45 | 121.63 | +0.26% | |
Public Storage | US74460D1090 | 5.93 | 297.43 | +0.14% | |
Welltower | US95040Q1040 | 5.50 | 149.71 | -0.72% |
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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