Morningstar

Nuveen Real Estate Securities Fund Class C FRLCX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 13.89  /  +0.43 %
  • Total Assets 761.9M
  • Adj. Expense Ratio
    1.930%
  • Expense Ratio 1.930%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.68%
  • Turnover 69%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FRLCX

Will FRLCX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen Real Estate Securities C 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.

by Morningstar Automated Analysis
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Portfolio Holdings FRLCX

More FRLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

10.31 87M
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Prologis Inc

7.55 64M
Real Estate

Equinix Inc

6.06 51M
Real Estate

Digital Realty Trust Inc

5.27 45M
Real Estate

Simon Property Group Inc

4.28 36M
Real Estate

Vivmark Residential

3.76 32M
Real Estate

American Tower Corp

3.28 28M
Real Estate

Ventas Inc

3.26 28M
Real Estate

Iron Mountain Inc

3.05 26M
Real Estate

Public Storage

2.93 25M
Real Estate

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