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Morningstar

abrdn Realty Income & Growth Instl AIGYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.17  /  1.18 %
  • Total Assets 44.0 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.010%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.29%
  • Turnover 23%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis AIGYX

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

People Pillar

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

Summary

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Weakness in abrdn Realty Income & Growth Instl's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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