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Nuveen Real Estate Securities C FRLCX

Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 13.80  /  +0.36 %
  • Total Assets 961.2 Mil
  • Adj. Expense Ratio
    1.970%
  • Expense Ratio 1.970%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 2.38%
  • Turnover 72%

USD | NAV as of Jun 18, 2024 | 1-Day Return as of Jun 18, 2024, 10:13 PM GMT+0

Morningstar’s Analysis FRLCX

Will FRLCX outperform in future?

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

Nuveen Real Estate Securities C's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of 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 highest quintile among peers.

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Portfolio Holdings FRLCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 49.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

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Equinix Inc

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Public Storage

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Welltower Inc

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Digital Realty Trust Inc

4.08 37.6 Mil
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American Tower Corp

3.97 36.6 Mil
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Kimco Realty Corp

3.51 32.4 Mil
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AvalonBay Communities Inc

3.25 29.9 Mil
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Healthpeak Properties Inc

3.20 29.5 Mil
Real Estate

VICI Properties Inc Ordinary Shares

3.10 28.5 Mil
Real Estate