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    Touchstone Global Real Estate Inst (TRFIX)

    11.61 Up 0.04(0.35%) Apr 24
    Prev Close:11.57
    YTD Return*:4.23%
    Net Assets*:24.37M
    Yield*:5.35%

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for TRFIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Ashford Hosptlty Tr Pfd2.466.45
    STWD2.415.88
    EPR2.407.63
    AVIV2.3211.73
    BRLAF.L2.19-3.30

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:24.37M
    Category:Global Real Estate
    Annual Report Expense Ratio (net):0.99%

    Performance & Risk

    YTD Return:4.23%
    5y Avg Return:11.41%
    Rank in Category (ytd):47
    % Rank in Category (ytd):19.11%
    Beta (3y):0.74
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks income and capital appreciation. The fund invests, under normal market conditions, at least 80% of its net assets (including borrowings for investment purposes) in real estate equity securities of U.S. and foreign companies without regard to market capitalization. It will invest significantly (generally 40% or more of the fund's assets) in real estate equity securities of companies domiciled outside the U.S. or with a majority of their assets or real estate activities outside the U.S. The fund is non-diversified. View More
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