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West Loop Realty Fund Class C Shares (REICX)

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12.210 -1.580    -11.46%
27/12 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 565.64K
West Loop Realty Fund Class C Shares 12.210 -1.580 -11.46%

West Loop Realty Fund Class C Shares Overview

 
Find basic information about the West Loop Realty Fund Class C Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add REICX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US46141P4384)
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Rating
1-Year Change - 7.36%
Prev. Close13.79
Risk Rating
TTM Yield0.71%
ROE10.61%
IssuerN/A
Turnover12%
ROA2.80%
Inception DateDec 31, 2013
Total Assets565.64K
Expenses2.10%
Min. Investment2,500
Market Cap26.2B
CategoryReal Estate
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1137 1024 1223 1025 1246 1717
Fund Return 13.7% 2.37% 22.31% 0.83% 4.5% 5.55%
Place in category 146 182 176 127 134 103
% in Category 67 76 75 64 65 70

Top Equity Funds by Liberty Street

  Name Rating Total Assets YTD% 3Y% 10Y%
  West Loop Realty Instl 14.54M 14.79 1.84 6.61
  West Loop Realty Fund Class A Share 3.42M 14.45 1.59 6.35

Top Funds for Real Estate Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard REIT Index Adm 22.24B 14.32 1.15 6.17
  Vanguard REIT Index I 10.84B 14.36 1.18 6.19
  Vanguard Real Estate II Index Fund 10.11B 14.40 1.20 -
  Cohen & Steers Instl Realty Shares 8.29B 16.11 2.45 7.89
  DFA Real Estate Securities I 7B 14.58 1.56 6.78

Top Holdings

Name ISIN Weight % Last Change %
  Equinix US29444U7000 8.34 942.66 -0.60%
  Ventas US92276F1003 6.19 58.89 -0.83%
  AvalonBay US0534841012 6.14 221.18 -0.95%
  Camden Property US1331311027 6.06 115.23 -1.01%
  Crown Castle US22822V1017 5.72 90.56 -0.64%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Strong Sell Strong Sell
Technical Indicators Sell Sell Neutral
Summary Strong Sell Strong Sell Sell
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