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    Eaton Vance Real Estate A (EAREX)

    15.20 Down 0.05(0.33%) Jan 23
    Prev Close:15.25
    YTD Return*:31.20%
    Net Assets*:33.32M
    Yield*:1.86%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for EAREX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG11.341.77
    EQR6.372.19
    PSA6.311.29
    AVB6.021.48
    BXP5.442.00

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:33.32M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:31.20%
    5y Avg Return:16.29%
    Rank in Category (ytd):18
    % Rank in Category (ytd):6.57%
    Beta (3y):0.54
    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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