American Century Global Real Estate R 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.
American Century Global Real Estate Fund R Class ARYWX
- NAV / 1-Day Return $13.70 / +0.74 %
- Fund Size $728.5M
- Adjusted Expense Ratio 1.610%
- Net Expense Ratio 1.610%
- Fee Level: Distribution High
- Share Class Type Retirement, Medium
- Morningstar Category Global Real Estate
- Equity Style Box (Funds) Mid Blend
- Minimum Initial Investment $2,500
- Investment Status Open
- TTM Yield 2.45%
- Turnover Ratio 137%
Morningstar’s Analysis ARYWX
Will ARYWX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Welltower Inc | 10.63 | 87M | Real Estate |
Equinix Inc | 6.65 | 54M | Real Estate |
Prologis Inc | 6.25 | 51M | Real Estate |
Simon Property Group Inc | 4.62 | 38M | Real Estate |
Equity Residential | 3.87 | 32M | Real Estate |
Ventas Inc | 3.74 | 31M | Real Estate |
Essex Property Trust Inc | 3.36 | 27M | Real Estate |
Public Storage | 3.34 | 27M | Real Estate |
Host Hotels & Resorts Inc | 3.33 | 27M | Real Estate |
Digital Realty Trust Inc | 3.10 | 25M | Real Estate |