Nuveen Real Estate Fund Quote
| FREAX Fund | USD 14.20 0.04 0.28% |
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Nuveen Real is trading at 14.20 as of the 8th of December 2023; that is -0.28% down since the beginning of the trading day. The fund's open price was 14.24. Nuveen Real has a very small chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for Nuveen Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of November 2023 and ending today, the 8th of December 2023. Click here to learn more.
The fund normally invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in income-producing common stocks of publicly traded companies engaged in the real estate industry. The advisor expects to emphasize investments in equity REITs, although it may invest in all three kinds of REITs. More on Nuveen Real Estate
Moving together with Nuveen Mutual Fund
| + | 0.91 | O | Realty Income Corp | Sell-off Trend | PairCorr | |
| + | 0.82 | DX | Dynex Capital | Fiscal Quarter End 31st of December 2023 | PairCorr | |
| + | 0.81 | FR | First Industrial Realty | Fiscal Quarter End 31st of December 2023 | PairCorr | |
| + | 0.82 | HR | Healthcare Realty Trust | Fiscal Quarter End 31st of December 2023 | PairCorr |
Nuveen 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. Nuveen Real's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Nuveen Real or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Nuveen Funds, Large Funds, Real Estate Funds, Monster Funds, Realty Funds (View all Sectors) |
| Macroaxis Advice The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Nuveen Real's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details Strong SellFairly Valued | |
| Update Date | 31st of December 2023 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Nuveen Real Estate [FREAX] is traded in USA and was established 8th of December 2023. Nuveen Real is listed under Nuveen category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Nuveen family. The entity is thematically classified as Monster Funds. This fund currently has accumulated 1.02 B in assets under management (AUM) with no minimum investment requirementsNuveen Real Estate is currently producing year-to-date (YTD) return of 4.59% with the current yeild of 0.01%, while the total return for the last 3 years was 3.7%.
Check Nuveen Real Probability Of Bankruptcy
Instrument Allocation
Top Nuveen Real Estate Mutual Fund Constituents
| VNO | Vornado Realty Trust | Stock | Real Estate |
| AMT | American Tower Corp | Stock | Real Estate |
| WELL | Welltower | Stock | Real Estate |
| VTR | Ventas Inc | Stock | Real Estate |
| UDR | UDR Inc | Stock | Real Estate |
| SUI | Sun Communities | Stock | Real Estate |
| SPG | Simon Property Group | Stock | Real Estate |
Nuveen Real Target Price Odds Analysis
Based on a normal probability distribution, the odds of Nuveen Real jumping above the current price in 90 days from now is under 4%. The Nuveen Real Estate probability density function shows the probability of Nuveen Real mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Nuveen Real has a beta of 0.0684. This usually indicates as returns on the market go up, Nuveen Real average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Nuveen Real Estate will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0359, implying that it can generate a 0.0359 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Nuveen Real to move above the current price in 90 days from now is under 4 (This Nuveen Real Estate probability density function shows the probability of Nuveen Mutual Fund to fall within a particular range of prices over 90 days) .
Nuveen Real Estate Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Nuveen Real market risk premium is the additional return an investor will receive from holding Nuveen Real 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 Nuveen Real. 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 Nuveen Real's alpha and beta are two of the key measurements used to evaluate Nuveen Real's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 1.01 | |||
| Semi Deviation | 1.25 | |||
| Standard Deviation | 1.37 | |||
| Variance | 1.86 |
Nuveen Real Against Markets
Picking the right benchmark for Nuveen Real 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 Nuveen Real 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 Nuveen Real is critical whether you are bullish or bearish towards Nuveen Real Estate at a given time. Please also check how Nuveen Real'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 Nuveen Real 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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How to buy Nuveen Mutual Fund?
Before investing in Nuveen Real, 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 Nuveen Real. To buy Nuveen Real fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Nuveen Real. 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 Nuveen Real fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Nuveen Real Estate 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 Nuveen Real Estate 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 Nuveen Real Estate, 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 Nuveen Real Estate?
The danger of trading Nuveen Real Estate 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 Nuveen Real 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 Nuveen Real. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Nuveen Real Estate 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 Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Nuveen Real Estate. 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 nation. Note that the Nuveen Real Estate information on this page should be used as a complementary analysis to other Nuveen Real'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 Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
Complementary Tools for Nuveen Mutual Fund analysis
When running Nuveen Real's price analysis, check to measure Nuveen Real's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Nuveen Real is operating at the current time. Most of Nuveen Real's value examination focuses on studying past and present price action to predict the probability of Nuveen Real's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Nuveen Real's price. Additionally, you may evaluate how the addition of Nuveen Real to your portfolios can decrease your overall portfolio volatility.
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