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Morningstar

American Century Real Estate I REAIX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 22.70  /  +0.80 %
  • Total Assets 622.0 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 2.46%
  • Turnover 117%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 PM GMT+0

Morningstar’s Analysis REAIX

Will REAIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable REAIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the REAIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of REAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin American Century Real Estate I's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings REAIX

More REAIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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AvalonBay Communities Inc

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Simon Property Group Inc

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Iron Mountain Inc

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Essential Properties Realty Trust Inc

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