Morningstar

American Century Real Estate Fund R6 Class AREDX

Morningstar Medalist Rating
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Medalist Rating as of See American Century Investment Hub
  • NAV / 1-Day Return $27.71  /  +0.69 %
  • Fund Size $487.4M
  • Adjusted Expense Ratio 0.810%
  • Net Expense Ratio 0.810%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 2.21%
  • Turnover Ratio 113%
NAV and 1-Day Return as of

Morningstar’s Analysis AREDX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

American Century Real Estate 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.

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Portfolio Holdings AREDX

More AREDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

12.73 66M
Real Estate

Prologis Inc

7.53 39M
Real Estate

Equinix Inc

7.48 39M
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American Tower Corp

5.96 31M
Real Estate

Simon Property Group Inc

5.81 30M
Real Estate

Equity Residential

4.73 25M
Real Estate

Ventas Inc

4.57 24M
Real Estate

Digital Realty Trust Inc

4.19 22M
Real Estate

Essex Property Trust Inc

3.71 19M
Real Estate

Public Storage

3.52 18M
Real Estate

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