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    T. Rowe Price Real Estate (TRREX)

    26.63 Down 0.21(0.78%) May 26
    Prev Close:26.84
    YTD Return*:-0.47%
    Net Assets*:5.18B
    Yield*:2.25%

    * As of 30-Apr-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG9.241.46
    AVB5.334.17
    ESS4.7710.02
    EQR4.295.45
    GGP4.28-1.60

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:5.18B
    Category:Real Estate
    Annual Report Expense Ratio (net):0.76%

    Performance & Risk

    YTD Return:-0.47%
    5y Avg Return:12.62%
    Rank in Category (ytd):26
    % Rank in Category (ytd):8.84%
    Beta (3y):0.47
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks long-term growth through a combination of capital appreciation and current income. The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in the equity securities of real estate companies. It is likely to maintain a significant portion of assets in real estate investment trusts (REITs). REITs pool money to invest in properties (equity REITs) or mortgages (mortgage REITs). The fund generally invests in equity REITs. View More
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