The upcoming retirement of T. Rowe Price Real Estate’s portfolio manager makes the fund’s future less certain. All shares earn a Morningstar Medalist Rating of Neutral, down from Bronze for the no-load and Advisor shares.
- NAV / 1-Day Return 12.39 / 0.32 %
- Total Assets 829.0 Mil
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Adj. Expense Ratio
- Expense Ratio 1.090%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Real Estate
- Investment Style Mid Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 2.16%
- Turnover 36%
Morningstar’s Analysis PAREX
Will PAREX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 38
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 51.8