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West Loop Realty Fund Class C Shares (REICX)

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12.280 +0.130    +1.07%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 619.14K
West Loop Realty Fund Class C Shares 12.280 +0.130 +1.07%

West Loop Realty Fund Class C Shares Overview

 
On this page you'll find an in-depth profile of West Loop Realty Fund Class C Shares. Learn about the key management, total assets, investment strategy and contact information of REICX among other information.
Category

Real Estate

Total Assets

619.14K

Expenses

2.10%

Inception Date

Dec 31, 2013

Investment Strategy

The investment seeks current income and long-term growth of capital. The fund will pursue its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in income-producing equity securities, including common stocks, preferred stocks, convertible securities, rights, and warrants, of publicly traded companies participating in the real estate sector, such as Real Estate Investment Trusts ("REITs"). It may invest up to 20% of its net assets (plus any borrowings for investment purposes) in securities of foreign issuers which meet the same criteria for investment as domestic companies. The fund is non-diversified.

Contact Information

Address 803 W. Michigan Street
Milwaukee,WI 53233
United States
Phone (800) 207-7108

Top Executives

Name Title Since Until
Bruce G. Garrison Portfolio Manager 2013 Now
Biography Bruce G. Garrison, CFA: Bruce manages public equity REIT portfolios for clients at Chilton. Prior to Chilton, he served as a Director in the Investments Group at Salient Partners, compiling a 13 year track record managing REIT portfolios. Bruce began his career as a REIT analyst in 1972 with Morgan Guaranty Trust in New York. His career on the sell side culminated in him becoming Managing Director with a leading investment bank in New York, where he participated in over $4 billion of financings (primarily equity) involving REITs. In 1993 and 1994, he was voted Institutional Investor All American for REIT Research, first and second, respectively, and won the Realty Stock Review All-Star Analyst Award in 1992, 1993, and 1994. Bruce is a member and former governor of the National Association of Real Estate Investment Trusts (NAREIT). Bruce received his B.B.A. and M.B.A. from the University of Texas at Austin. Bruce is a CFA charter holder, a member of the CFA Institute, and the CFA Society of Houston.
Matthew R. Werner Portfolio Manager 2013 Now
Biography Matthew R. Werner, CFA: Mr. Werner is an analyst and portfolio manager for the firm’s REIT strategy. Prior to joining Chilton in 2011, he served as Associate in the Investments Group at Salient Partners. Mr. Werner has a B.S. (Honors) from Boston College, Carroll School of Management. He is a CFA charter holder and member of the CFA Institute and the CFA Society of Houston and a member of the National Association of Real Estate Investment Trusts (NAREIT).
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