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Morningstar

Nuveen Real Estate Securities C FRLCX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 14.70  /  +1.73 %
  • Total Assets 1.0 Bil
  • 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 2.23%
  • Turnover 72%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FRLCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Nuveen Real Estate Securities C's Average Process Pillar and People 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FRLCX

More FRLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Welltower Inc

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Public Storage

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Digital Realty Trust Inc

4.66 43.1 Mil
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American Tower Corp

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Healthpeak Properties Inc

3.67 33.9 Mil
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AvalonBay Communities Inc

3.49 32.3 Mil
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Kimco Realty Corp

3.45 31.9 Mil
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Invitation Homes Inc

3.09 28.5 Mil
Real Estate