Morningstar

Nuveen Real Estate Securities Select Fund R6 Class TIREX

Morningstar Medalist Rating
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Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $18.72  /  +1.57 %
  • Fund Size $2.4B
  • Adjusted Expense Ratio 0.490%
  • Net Expense Ratio 0.490%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 3.05%
  • Turnover Ratio 26%
NAV and 1-Day Return as of

Morningstar’s Analysis TIREX

Will TIREX 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 TIREX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TIREX 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 TIREX’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 Sec Sel R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings TIREX

More TIREX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

11.40 289M
Real Estate

Prologis Inc

7.09 180M
Real Estate

Equinix Inc

6.46 164M
Real Estate

Digital Realty Trust Inc

5.46 139M
Real Estate

American Tower Corp

4.71 119M
Real Estate

Simon Property Group Inc

3.77 96M
Real Estate

Vivmark Residential

3.26 83M
Real Estate

Iron Mountain Inc

2.95 75M
Real Estate

Public Storage

2.78 71M
Real Estate

Extra Space Storage Inc

2.70 69M
Real Estate

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