Real Estate Securities Fund Quote
Real Estate is trading at 29.95 as of the 17th of December 2024; that is No Change since the beginning of the trading day. The fund's open price was 29.95. The performance scores are derived for the period starting the 18th of September 2024 and ending today, the 17th of December 2024. Click here to learn more.
Real Mutual Fund Highlights
Fund Concentration | Principal Funds, Large Funds, Real Estate Funds, Real Estate, Principal Funds (View all Sectors) |
Update Date | 31st of December 2024 |
Real Estate Securities [PRAEX] is traded in USA and was established 17th of December 2024. Real Estate is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Principal Funds family. This fund at this time has accumulated 3.87 B in assets with no minimum investment requirementsReal Estate Securities is currently producing year-to-date (YTD) return of 10.76% with the current yeild of 0.02%, while the total return for the last 3 years was -0.53%.
Check Real Estate Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Real Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Real Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Real Estate Securities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Real Estate Securities Mutual Fund Constituents
HLT | Hilton Worldwide Holdings | Stock | Consumer Discretionary | |
WELL | Welltower | Stock | Real Estate | |
VTR | Ventas Inc | Stock | Real Estate | |
VICI | VICI Properties | Stock | Real Estate | |
SUI | Sun Communities | Stock | Real Estate | |
SPG | Simon Property Group | Stock | Real Estate | |
SFR | Appreciate Holdings | Stock | Real Estate | |
PLD | Prologis | Stock | Real Estate |
Real Estate Securities Risk Profiles
Mean Deviation | 0.6353 | |||
Semi Deviation | 0.7686 | |||
Standard Deviation | 0.7906 | |||
Variance | 0.625 |
Real Estate Against Markets
Real Estate Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Real Estate mutual fund to make a market-neutral strategy. Peer analysis of Real Estate could also be used in its relative valuation, which is a method of valuing Real Estate by comparing valuation metrics with similar companies.
Risk & Return | Correlation |
Other Information on Investing in Real Mutual Fund
Real Estate financial ratios help investors to determine whether Real Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Real with respect to the benefits of owning Real Estate security.
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Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |