Morningstar

American Century Real Estate Fund Investor Class REACX

Morningstar Medalist Rating
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Medalist Rating as of See American Century Investment Hub
  • NAV / 1-Day Return $27.65  /  −0.83 %
  • Fund Size $491.8M
  • Adjusted Expense Ratio 1.160%
  • Net Expense Ratio 1.160%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 1.87%
  • Turnover Ratio 113%
NAV and 1-Day Return as of

Morningstar’s Analysis REACX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

American Century Real Estate Inv 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.

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Portfolio Holdings REACX

More REACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 63.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Welltower Inc

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Prologis Inc

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Equinix Inc

8.08 39M
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American Tower Corp

7.73 37M
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Digital Realty Trust Inc

5.39 26M
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Vivmark Residential

4.23 20M
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American Healthcare REIT Inc Ordinary Shares

3.86 19M
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Ventas Inc

3.71 18M
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Simon Property Group Inc

3.65 18M
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Essex Property Trust Inc

3.44 17M
Real Estate

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