West Loop Realty Fund Quote

REIIX Fund  USD 14.73  0.10  0.67%   

Performance

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Odds Of Distress

Less than 23

 
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West Loop is trading at 14.73 as of the 4th of December 2024; that is 0.67 percent down since the beginning of the trading day. The fund's open price was 14.83. West Loop has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for West Loop Realty are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. Click here to learn more.
The fund will pursue its investment objective by investing at least 80 percent of its net assets 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 . More on West Loop Realty

Moving together with West Mutual Fund

  0.68FR First Industrial RealtyPairCorr
  0.75HR Healthcare Realty TrustPairCorr

Moving against West Mutual Fund

  0.35UE Urban Edge PropertiesPairCorr

West Mutual Fund Highlights

Fund ConcentrationLiberty Street Funds, Large Funds, Real Estate Funds, Real Estate, Liberty Street (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date30th of April 2023
Fiscal Year EndDecember
West Loop Realty [REIIX] is traded in USA and was established 4th of December 2024. West Loop is listed under Liberty Street category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Liberty Street family. This fund at this time has accumulated 25.92 M in assets with minimum initial investment of 1000 K. West Loop Realty is currently producing year-to-date (YTD) return of 14.79% with the current yeild of 0.02%, while the total return for the last 3 years was 1.22%.
Check West Loop Probability Of Bankruptcy

Instrument Allocation

Top West Loop Realty Mutual Fund Constituents

REGRegency CentersStockReal Estate
WELLWelltowerStockReal Estate
AMHAmerican Homes 4StockReal Estate
VTRVentas IncStockReal Estate
VNOVornado Realty TrustStockReal Estate
SPGSimon Property GroupStockReal Estate
SBACSBA Communications CorpStockReal Estate
PLDPrologisStockReal Estate
More Details

West Loop Realty Risk Profiles

West Loop Against Markets

Other Information on Investing in West Mutual Fund

West Loop financial ratios help investors to determine whether West 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 West with respect to the benefits of owning West Loop security.
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