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Morningstar

T. Rowe Price Real Estate TRREX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See T. Rowe Price Investment Hub

Morningstar’s Analysis TRREX

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

  • People Pillar

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

This fund will soon receive a new portfolio manager with a lot to prove.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

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.

by David Kathman
Rated on Published on

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