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Morningstar

T. Rowe Price Global Real Estate TRGRX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 17.38  /  1.11 %
  • Total Assets 90.2 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Global Real Estate
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.95%
  • Turnover 44%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis TRGRX

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

People Pillar

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

Summary

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T. Rowe Price Global Real Estate’s parent firm and notable investment philosophy are the foundation for this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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