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Morningstar

American Century Real Estate C ARYCX

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub
  • NAV / 1-Day Return 22.80  /  1.97 %
  • Total Assets 668.0 Mil
  • Adj. Expense Ratio
    2.150%
  • Expense Ratio 2.150%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.36%
  • Turnover 127%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:16 PM GMT+0

Morningstar’s Analysis ARYCX

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

People Pillar

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

American Century Real Estate C boasts strong Process and People Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ARYCX

More ARYCX Holdings
  • Current Portfolio Date
  • Equity Holdings 32
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 59.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

9.83
60,980,300
Real Estate

American Tower Corp

9.58
59,447,688
Real Estate

Equinix Inc

8.10
50,267,360
Real Estate

AvalonBay Communities Inc

5.95
36,897,652
Real Estate

Digital Realty Trust Inc

5.62
34,893,939
Real Estate

Iron Mountain Inc

4.72
29,311,169
Real Estate

Welltower Inc

4.69
29,126,001
Real Estate

Public Storage

3.81
23,657,508
Real Estate

American Homes 4 Rent Class A

3.71
23,013,336
Real Estate

Simon Property Group Inc

3.69
22,871,679
Real Estate