Nasdaq - Delayed Quote USD

NAA Risk Managed Rl Estt Inst (GURIX)

34.24 -0.02 (-0.06%)
At close: 8:00:38 PM EST
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DELL
  • Previous Close 34.26
  • YTD Return 12.56%
  • Expense Ratio 1.27%
  • Category Real Estate
  • Last Cap Gain -11.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 287.46M
  • Beta (5Y Monthly) 1.04
  • Yield 2.78%
  • 5y Average Return --
  • Holdings Turnover 21.00%
  • Last Dividend 0.73
  • Inception Date May 1, 2015

The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its assets in (i) long and short equity securities of issuers primarily engaged in the real estate industry, such as real estate investment trusts (“REITs”); and (ii) equity-like securities, including individual securities, exchange-traded funds (“ETFs”) and derivatives, giving exposure to issuers primarily engaged in the real estate industry.

New Age Alpha Advisors LLC

Fund Family

Real Estate

Fund Category

287.46M

Net Assets

2015-05-01

Inception Date

Performance Overview: GURIX

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Trailing returns as of 12/11/2024. Category is Real Estate.

YTD Return

GURIX
12.56%
Category
20.43%
 

1-Year Return

GURIX
22.78%
Category
36.79%
 

3-Year Return

GURIX
1.96%
Category
10.81%
 

5-Year Return

GURIX
6.69%
Category
7.03%
 

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Holdings: GURIX

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Top 10 Holdings (46.03% of Total Assets)

SymbolCompany% Assets
PLD
PLD 9.22%
EQIX
EQIX 5.60%
WELL
WELL 5.28%
DLR
DLR 4.29%
SPG
SPG 4.25%
VICI
VICI 3.87%
PSA
PSA 3.56%
DIRXX
DIRXX 3.47%
EXR
EXR 3.34%
O
O 3.13%

Sector Weightings

SectorGURIX
Real Estate   100.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: GURIX

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Research Reports: GURIX

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