Nomura Real Estate Securities R 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.
Nomura Real Estate Securities Fund Class R IRSRX
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Adj. Expense Ratio
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Morningstar’s Analysis IRSRX
Will IRSRX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 59.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Welltower Inc | 12.17 | 11M | Real Estate |
Equinix Inc | 12.04 | 11M | Real Estate |
Ventas Inc | 4.69 | 4M | Real Estate |
Simon Property Group Inc | 4.59 | 4M | Real Estate |
Iron Mountain Inc | 4.59 | 4M | Real Estate |
Prologis Inc | 4.57 | 4M | Real Estate |
Public Storage | 4.27 | 4M | Real Estate |
First Industrial Realty Trust Inc | 4.23 | 4M | Real Estate |
American Healthcare REIT Inc Ordinary Shares | 4.17 | 4M | Real Estate |
VICI Properties Inc Ordinary Shares | 3.87 | 4M | Real Estate |