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    Stratton Real Estate (STMDX)

    36.41 Down 1.86(4.86%) Dec 19
    Prev Close:38.27
    YTD Return*:28.57%
    Net Assets*:93.24M
    Yield*:1.61%

    * As of 30-Nov-14

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

    Headlines

    ยป More Headlines for STMDX

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG7.2230.60
    MAC3.4840.38
    SLG3.3029.65
    GGP3.2738.32
    EGP3.0217.18

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:93.24M
    Category:Real Estate
    Annual Report Expense Ratio (net):0.97%

    Performance & Risk

    YTD Return:28.57%
    5y Avg Return:16.75%
    Rank in Category (ytd):19
    % Rank in Category (ytd):6.93%
    Beta (3y):0.62
    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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