Nuveen Real Estate Securities I (FARCX)
24.76 
0.15(0.61%) May 17
| Prev Close: | 24.76 |
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| YTD Return*: | 6.79% |
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| Net Assets*: | 4.59B |
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| Yield*: | 2.00% |
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* As of 31-Mar-13
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Headlines
- No Headlines available for FARCX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| SPG | 11.08 | 1.51 |
| PSA | 5.38 | 5.99 |
| BXP | 5.26 | -4.40 |
| HCP | 4.49 | 12.46 |
| VTR | 4.02 | 14.60 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 4.59B |
| Category: | Real Estate |
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| Annual Report Expense Ratio (net): | 1.01% |
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Performance & Risk
| YTD Return: | 6.79% |
| 5y Avg Return: | 8.30% |
| Rank in Category (ytd): | 37 |
| % Rank in Category (ytd): | 13.45% |
| Beta (3y): | 0.83 |
| Morningstar Risk Rating: | 3 |
Fund Summary
The investment seeks to provide above average current income and long-term capital appreciation.
The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in income-producing common stocks of publicly traded companies engaged in the real estate industry. It expects to emphasize investments in equity REITs, although it may invest in all three kinds of REITs. The fund may invest up to 15% of its total assets in non-dollar denominated equity securities of non-U.S. issuers. Up to 15% of the fund's total assets may be invested in equity securities of emerging market issuers. It is non-diversified.
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