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Eaton Vance Real Estate A (EAREX)

13.84 Up 0.09(0.65%) Nov 21
Prev Close:13.75
YTD Return*:26.32%
Net Assets*:35.03M
Yield*:1.82%

* As of 31-Oct-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for EAREX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG12.5530.09
EQR6.3738.44
AVB6.0936.69
BXP6.0230.16
PSA5.7526.74

Fund Basics

Morningstar Overall Rating:
Total Assets:35.03M
Category:Real Estate
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:26.32%
5y Avg Return:18.48%
Rank in Category (ytd):13
% Rank in Category (ytd):4.71%
Beta (3y):0.58
Morningstar Risk Rating:2

Fund Summary

The investment seeks total return. The fund seeks total return through a combination of capital appreciation and current income. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of companies primarily engaged in the real estate industry (the "80% Policy"). Although it invests primarily in domestic securities, the fund may invest up to 20% of its net assets in foreign securities. It is non-diversified. View More
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