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  •  Dow Down 1.45% Nasdaq Down 1.03%

    Touchstone Global Real Estate Inst (TRFIX)

    11.45 Down 0.10(0.87%) Jan 30
    Prev Close:11.55
    YTD Return*:14.06%
    Net Assets*:16.27M
    Yield*:6.73%

    * As of 31-Dec-14

    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 Pfd2.523.74
    AVIV2.400.73
    STWD2.381.74
    EPR2.350.00
    BRLAF.L2.25-0.51

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:16.27M
    Category:Global Real Estate
    Annual Report Expense Ratio (net):0.99%

    Performance & Risk

    YTD Return:14.06%
    5y Avg Return:11.18%
    Rank in Category (ytd):42
    % Rank in Category (ytd):19%
    Beta (3y):0.84
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks 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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