Morningstar

Nuveen Real Estate Securities Fund Class R6 FREGX

Morningstar Medalist Rating
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Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $15.62  /  −0.19 %
  • Fund Size $773.4M
  • Adjusted Expense Ratio 0.720%
  • Net Expense Ratio 0.720%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 2.80%
  • Turnover Ratio 69%
NAV and 1-Day Return as of

Morningstar’s Analysis FREGX

Will FREGX outperform in the 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 FREGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FREGX 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 FREGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen Real Estate Securities R6 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings FREGX

More FREGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Digital Realty Trust Inc

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Simon Property Group Inc

4.07 33M
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Vivmark Residential

3.38 28M
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Public Storage

3.12 26M
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Iron Mountain Inc

3.00 25M
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American Tower Corp

2.93 24M
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Ventas Inc

2.37 19M
Real Estate

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