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Stratton Real Estate (STMDX)

35.31 Up 0.17(0.48%) Aug 29
Prev Close:35.14
YTD Return*:17.18%
Net Assets*:85.53M
Yield*:1.76%

* As of 31-Jul-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
SPG7.1418.87
SLG3.8317.27
MAC3.5112.16
GGP3.1616.94
UDR3.0127.04

Fund Basics

Morningstar Overall Rating:
Total Assets:85.53M
Category:Real Estate
Annual Report Expense Ratio (net):0.97%

Performance & Risk

YTD Return:17.18%
5y Avg Return:18.67%
Rank in Category (ytd):39
% Rank in Category (ytd):13.98%
Beta (3y):0.82
Morningstar Risk Rating:2

Fund Summary

The investment seeks total return through investment in real estate securities. Under normal circumstances, the fund seeks to achieve its objective by investing at least 80% of its net assets in securities of real estate and real estate related companies, or in companies which own significant real estate assets at the time of purchase ("real estate companies") including Real Estate Investment Trusts ("REITs"). Its dollar-weighted average maturity, under normal circumstances, will range between 0 and 10 years. View More
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