Real Estate Fund Quote
AREEX Fund | USD 22.39 0.11 0.49% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Real Estate is trading at 22.39 as of the 22nd of April 2024; that is 0.49 percent increase since the beginning of the trading day. The fund's open price was 22.28. Real Estate has about a 22 % 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 23rd of March 2024 and ending today, the 22nd of April 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
Moving together with Real Mutual Fund
0.82 | DX | Dynex Capital | PairCorr |
0.64 | FR | First Industrial Realty | PairCorr |
Real Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Real Estate's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Real Estate or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | American Century Investments Funds, Large Funds, Real Estate Funds, Real Estate, American Century Investments (View all Sectors) |
Update Date | 31st of March 2024 |
Expense Ratio Date | 1st of March 2023 |
Fiscal Year End | October |
Real Estate Fund [AREEX] is traded in USA and was established 22nd of April 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. This fund presently has accumulated 716.68 M in assets under management (AUM) with no minimum investment requirementsReal Estate Fund is currently producing year-to-date (YTD) return of 10.73% with the current yeild of 0.02%, while the total return for the last 3 years was -1.47%.
Check Real Estate Probability Of Bankruptcy
Instrument Allocation
Top Real Estate Fund Mutual Fund Constituents
DLR | Digital Realty Trust | Stock | Real Estate |
PSA | Public Storage | Stock | Real Estate |
SBAC | SBA Communications Corp | Stock | Real Estate |
VTR | Ventas Inc | Stock | Real Estate |
UDR | UDR Inc | Stock | Real Estate |
INVH | Invitation Homes | Stock | Real Estate |
CPT | Camden Property Trust | Stock | Real Estate |
Real Estate Target Price Odds Analysis
Based on a normal probability distribution, the odds of Real Estate jumping above the current price in 90 days from now is close to 99%. The Real Estate Fund probability density function shows the probability of Real Estate mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.3022. This suggests as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Real Estate will likely underperform. Additionally, real Estate Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Real Estate to move above the current price in 90 days from now is close to 99 (This Real Estate Fund probability density function shows the probability of Real Mutual Fund to fall within a particular range of prices over 90 days) .
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 | 0.8266 | |||
Standard Deviation | 1.05 | |||
Variance | 1.11 | |||
Risk Adjusted Performance | (0.05) |
Real Estate Against Markets
Picking the right benchmark for Real Estate mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Real Estate mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Real Estate is critical whether you are bullish or bearish towards Real Estate Fund at a given time. Please also check how Real Estate's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Real Estate without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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SectorsList of equity sectors categorizing publicly traded companies based on their primary business activities |
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How to buy Real Mutual Fund?
Before investing in Real Estate, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Real Estate. To buy Real Estate fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Real Estate. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Real Estate fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Real Estate Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Real Estate Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Real Estate Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Real Estate Fund?
The danger of trading Real Estate Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Real Estate is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Real Estate. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Real Estate Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Real Estate Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the Real Estate Fund information on this page should be used as a complementary analysis to other Real Estate's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.