Phocas Real Estate (PHREX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.50%|
Performance & Risk
|5y Avg Return:||23.23%|
|Rank in Category (ytd):||37|
|% Rank in Category (ytd):||13.26%|
|Morningstar Risk Rating:||4|
The investment seeks long-term total investment return through a combination of capital appreciation and current income.
Under normal market conditions, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in the common and preferred stock of equity real estate investment trusts ("REITs") and companies of any size market capitalization which own, manage and invest in underlying real estate assets, such as offices, industrial properties, retail, malls, shopping centers, apartments, lodging, storage and specialty and health care facilities. The fund is non-diversified. View More