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Morningstar

T. Rowe Price Real Estate Advisor PAREX

Morningstar Analyst Rating
Analyst rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 13.84  /  1.91 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Real Estate
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.67%
  • Turnover 20%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis PAREX

Will PAREX 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 PAREX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

A cautious fund adapting to a changing REIT market.

Senior Analyst

Summary

| by David Kathman

T. Rowe Price Real Estate is showing signs of life under its current manager, validating our cautious optimism. The I shares earn a Morningstar Analyst Rating of Bronze, while the no-load and Advisor shares still earn a Neutral rating.

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