Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
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The fund seeks to achieve its objective by investing substantially all of its assets, and in any event under normal circumstances at least 80% of its net assets (plus the amount of any borrowings for investment purposes), in equity securities of real estate investment trusts (REITs), including REITs with relatively small market capitalizations. It may invest in both equity REITs and mortgage REITs. The fund is non-diversified. more
Time Frame | JPRE | S&P500 |
---|---|---|
1-Week Return | -1.08% | -0.58% |
1-Month Return | 1.51% | 1.89% |
3-Month Return | -6.46% | 3.24% |
6-Month Return | 1.12% | 10.09% |
1-Year Return | 8.04% | 22.09% |
3-Year Return | -5.41% | 35.68% |
Time Frame | JPRE | S&P500 |
---|---|---|
1-Week Return | -43.23% | -26.16% |
1-Month Return | 20.00% | 25.58% |
3-Month Return | -23.73% | 13.80% |
6-Month Return | 2.28% | 21.52% |
1-Year Return | 8.04% | 22.09% |
3-Year Return | -1.84% | 10.71% |
Stock name | Ticker | Weight |
---|---|---|
Equinix Inc | EQIX | 9.22% |
American Tower Corp | AMT | 7.84% |
Welltower Inc | WELL | 7.38% |
Prologis Inc | PLD | 6.09% |
Digital Realty Trust Inc | DLR | 5.97% |
Ventas Inc | VTR | 4.69% |
Extra Space Storage Inc | EXR | 4.07% |
Alexandria Real Estate Equities Inc | ARE | 4.05% |
VICI Properties Inc | VICI | 3.94% |
UDR Inc | UDR | 3.77% |
Sector | Weight |
---|---|
Real estate | 100.00% |