Dow Down 0.24% Nasdaq Up 0.23%

Oppenheimer Real Estate Y (OREYX)

27.84 Up 0.15(0.54%) Aug 29
Prev Close:27.84
YTD Return*:17.19%
Net Assets*:1.25B
Yield*:1.32%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for OREYX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG11.3418.87
ESS4.1233.97
VNO3.8220.05
EXR3.6225.47
HST3.5512.76

Fund Basics

Morningstar Overall Rating:
Total Assets:1.25B
Category:Real Estate
Annual Report Expense Ratio (net):1.17%

Performance & Risk

YTD Return:17.19%
5y Avg Return:20.59%
Rank in Category (ytd):38
% Rank in Category (ytd):13.62%
Beta (3y):0.87
Morningstar Risk Rating:3

Fund Summary

The investment seeks total return. The fund invests at least 80% of its net assets (including borrowings for investment purposes) in common stocks and other equity securities of real estate companies. The fund managers consider a real estate company to be one that derives at least 50% of its revenues from, or invests at least 50% of its assets in, the ownership, construction, financing, management or sale of commercial, industrial or residential real estate. The fund primarily invests in real estate investment trusts ("REITs") but may also invest in real estate operating companies ("REOCs") and other real estate related securities. It is non-diversified. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback