abrdn Real Estate Fund Institutional Class AIGYX

Morningstar Medalist Rating
  • NAV / 1-Day Return$12.07  /  0.00
  • Fund Size$39.5M
  • Adjusted Expense Ratio0.990%
  • Net Expense Ratio0.990%
  • Fee Level: DistributionAbove Average
  • Share Class TypeInstitutional
  • Morningstar CategoryReal Estate
  • Equity Style Box (Funds)Mid Blend
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield1.62%
  • Turnover Ratio41%

Morningstar’s Analysis AIGYX

Will AIGYX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

abrdn Real Estate Fund Instl holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings AIGYX

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

Welltower Inc

14.896M
Real Estate

Prologis Inc

10.224M
Real Estate

Equinix Inc

8.884M
Real Estate

Simon Property Group Inc

7.763M
Real Estate

Ventas Inc

5.582M
Real Estate

Public Storage

4.722M
Real Estate

Realty Income Corp

4.402M
Real Estate

Digital Realty Trust Inc

4.212M
Real Estate

Iron Mountain Inc

4.082M
Real Estate

American Healthcare REIT Inc Ordinary Shares

3.812M
Real Estate

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