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AMG Managers Real Estate Securities (MRESX)

11.57 Up 0.11(0.96%) Oct 21
Prev Close:11.57
YTD Return*:14.07%
Net Assets*:280.53M
Yield*:1.13%

* As of 30-Sep-14

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

Top Holdings

Symbol% AssetsYTD Return %
SPG7.5917.85
BXP5.0917.50
PLD4.614.33
ESS4.2827.56
HCN4.2521.48

Fund Basics

Morningstar Overall Rating:
Total Assets:280.53M
Category:Real Estate
Annual Report Expense Ratio (net):1.26%

Performance & Risk

YTD Return:14.07%
5y Avg Return:15.91%
Rank in Category (ytd):22
% Rank in Category (ytd):7.94%
Beta (3y):0.79
Morningstar Risk Rating:3

Fund Summary

The investment seeks to achieve a combination of income and long-term capital appreciation. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in stocks of companies principally engaged in the real estate industry, including Real Estate Investment Trusts. It usually holds approximately 40 to 60 stocks. The fund is non-diversified. View More
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