Real Estate Securities Fund Quote
| PRCEX Fund | USD 24.33 0.16 0.65% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Real Estate is trading at 24.33 as of the 19th of April 2024; that is -0.65 percent decrease since the beginning of the trading day. The fund's open price was 24.49. Real Estate 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 Real Estate Securities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry at the time of purchase. It invests in equity securities regardless of market capitalization . More on Real Estate Securities
Moving together with Real Mutual Fund
| 0.69 | DX | Dynex Capital Earnings Call This Week | 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 | Principal Funds, Large Funds, Real Estate Funds, Real Estate, Principal Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Real Estate Securities [PRCEX] is traded in USA and was established 19th of April 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 5.61 B in assets with minimum initial investment of 1 K. Real Estate Securities is currently producing year-to-date (YTD) return of 1.1% with the current yeild of 0.02%, while the total return for the last 3 years was -2.11%.
Check Real Estate Probability Of Bankruptcy
Instrument Allocation
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
| AIV | Apartment Investment and | Stock | Real Estate |
| HLT | Hilton Worldwide Holdings | Stock | Consumer Discretionary |
| WELL | Welltower | Stock | Real Estate |
| VTR | Ventas Inc | Stock | Real Estate |
| SUI | Sun Communities | Stock | Real Estate |
| SFR | Appreciate Holdings | Stock | Real Estate |
| PLD | Prologis | 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 Securities 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 Real Estate Securities has a beta of -0.0035 indicating as returns on the benchmark increase, returns on holding Real Estate are expected to decrease at a much lower rate. During a bear market, however, Real Estate Securities is likely to outperform the market. Additionally, real Estate Securities 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 Securities probability density function shows the probability of Real Mutual Fund to fall within a particular range of prices over 90 days) .
Real Estate Securities 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 | 0.8682 | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.22 | |||
| Risk Adjusted Performance | (0.08) |
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 Securities 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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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 Securities 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 Securities 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 Securities, 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 Securities?
The danger of trading Real Estate Securities 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 Securities 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 Your Equity Center to better understand how to build diversified portfolios, which includes a position in Real Estate Securities. 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 Securities 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 Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..