Real Estate Fund Quote
| ARYCX Fund | USD 23.03 0.21 0.92% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Real Estate is trading at 23.03 as of the 6th of June 2024; that is 0.92 percent up since the beginning of the trading day. The fund's open price was 22.82. Real Estate has about a 21 % 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 Real Estate Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of March 2024 and ending today, the 6th of June 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities issued by real estate investment trusts and other companies engaged in the real estate industry. The portfolio managers look for real estate securities they believe will provide superior returns, focusing on companies with the potential for stock price appreciation, plus sustainable growth of cash flow to investors.. More on Real Estate Fund
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Real Mutual Fund Highlights
| Thematic Idea | Monster Funds (View all Themes) |
| Fund Concentration | American Century Investments Funds, Large Funds, Real Estate Funds, Monster Funds, Real Estate, American Century Investments, Large, Real Estate (View all Sectors) |
| Update Date | 30th of June 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Real Estate Fund [ARYCX] is traded in USA and was established 6th of June 2024. Real Estate is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Real Estate category and is part of American Century Investments family. The entity is thematically classified as Monster Funds. This fund presently has accumulated 688.21 M in assets under management (AUM) with no minimum investment requirementsReal Estate Fund is currently producing year-to-date (YTD) return of 9.9% with the current yeild of 0.01%, while the total return for the last 3 years was -2.71%.
Check Real Estate Probability Of Bankruptcy
Instrument Allocation
Top Real Estate Fund Mutual Fund Constituents
| PEAK | PEAK Old | Stock | Real Estate |
| CCI | Crown Castle | Stock | Real Estate |
| KIM | Kimco Realty | Stock | Real Estate |
| STOR | STORE Capital Corp | Stock | Real Estate |
| SPG | Simon Property Group | Stock | Real Estate |
| BXP | Boston Properties | Stock | Real Estate |
| EXR | Extra Space Storage | Stock | Real Estate |
Real Estate Fund Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Real Estate market risk premium is the additional return an investor will receive from holding Real Estate long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Real Estate. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Real Estate's alpha and beta are two of the key measurements used to evaluate Real Estate's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7796 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.08 | |||
| Risk Adjusted Performance | (0.02) |
Real Estate Against Markets
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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