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Morningstar

American Century Real Estate R6 AREDX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 22.95  /  +1.15 %
  • Total Assets 626.7 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.61%
  • Turnover 117%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:09 PM GMT+0

Morningstar’s Analysis AREDX

Will AREDX 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 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.

A strong management team and sound investment process underpin American Century Real Estate R6's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AREDX

More AREDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

10.47 71.1 Mil
Real Estate

Equinix Inc

7.80 52.9 Mil
Real Estate

American Tower Corp

6.78 46.0 Mil
Real Estate

Welltower Inc

6.39 43.3 Mil
Real Estate

Digital Realty Trust Inc

6.27 42.5 Mil
Real Estate

AvalonBay Communities Inc

4.60 31.2 Mil
Real Estate

Simon Property Group Inc

4.10 27.8 Mil
Real Estate

Iron Mountain Inc

3.92 26.6 Mil
Real Estate

Essential Properties Realty Trust Inc

3.61 24.5 Mil
Real Estate

Public Storage

3.61 24.5 Mil
Real Estate