Morningstar

Nuveen Real Estate Securities Fund Class C FRLCX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 15.46  /  +0.19 %
  • Total Assets 829.3M
  • 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 1.72%
  • Turnover 69%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 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 48.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

10.24 82M
Real Estate

Prologis Inc

8.04 64M
Real Estate

Equinix Inc

6.68 53M
Real Estate

Digital Realty Trust Inc

5.39 43M
Real Estate

Simon Property Group Inc

4.02 32M
Real Estate

Ventas Inc

3.52 28M
Real Estate

American Tower Corp

2.96 24M
Real Estate

Iron Mountain Inc

2.81 22M
Real Estate

Public Storage

2.49 20M
Real Estate

Equity Residential

2.25 18M
Real Estate

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