Real Estate FundREACX
Type
Mutual fund
Peer group
US equity: Real Estate
Net assets
$532.6M
Expense ratio
1.16%
1-year return
+12.9%
3 years, a year
+9.9%
5 years, a year
+4.5%
Holdings
40
What it aims to do.
The fund seeks high total investment return through a combination of capital appreciation and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| WELL Welltower Inc | 11.53% |
| PLD Prologis Inc | 9.95% |
| EQIX Equinix Inc | 7.97% |
| DLR Digital Realty Trust Inc | 6.45% |
| AMT American Tower Corp | 4.69% |
| VTR Ventas Inc | 4.05% |
| SPG Simon Property Group Inc | 3.43% |
| IRM Iron Mountain Inc | 3.10% |
| HST Host Hotels & Resorts Inc | 2.96% |
| CCI Crown Castle Inc | 2.83% |
More on REACX.
- REACX overview
- REACX holdings
- REACX risk
- REACX costs
- REACX money in and out
- REACX share classes
- Compare REACX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.