Morningstar

Nuveen Real Estate Securities Fund Class I FARCX

Morningstar Medalist Rating
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Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $15.31  /  −0.13 %
  • Fund Size $773.4M
  • Adjusted Expense Ratio 0.930%
  • Net Expense Ratio 0.930%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 2.63%
  • Turnover Ratio 69%
NAV and 1-Day Return as of

Morningstar’s Analysis FARCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen Real Estate Securities I 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.

by Morningstar Automated Analysis
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Portfolio Holdings FARCX

More FARCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

10.66 87M
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Prologis Inc

7.50 61M
Real Estate

Equinix Inc

6.44 53M
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Digital Realty Trust Inc

5.36 44M
Real Estate

Simon Property Group Inc

4.07 33M
Real Estate

Vivmark Residential

3.38 28M
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Public Storage

3.12 26M
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Iron Mountain Inc

3.00 25M
Real Estate

American Tower Corp

2.93 24M
Real Estate

Ventas Inc

2.37 19M
Real Estate

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