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Nuveen Real Estate Securities I FARCX

Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 14.76  /  0.20 %
  • Total Assets 929.7 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 3.23%
  • Turnover 78%

Morningstar’s Analysis FARCX

Will FARCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

An upgrade in its Process Pillar rating is the primary driver of Nuveen Real Estate Securities I's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Rated on Published on

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Portfolio Holdings FARCX

  • Current Portfolio Date
  • Equity Holdings 49
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 52.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

11.74
106,615,389
Real Estate

Equinix Inc

8.65
78,523,768
Real Estate

Public Storage

4.59
41,727,638
Real Estate

American Tower Corp

4.47
40,622,116
Real Estate

VICI Properties Inc Ordinary Shares

4.45
40,444,637
Real Estate

Welltower Inc

4.42
40,114,156
Real Estate

Kimco Realty Corp

4.20
38,187,062
Real Estate

Equity Residential

3.73
33,918,702
Real Estate

Healthpeak Properties Inc

3.27
29,703,280
Real Estate

Ventas Inc

3.03
27,515,322
Real Estate