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Nasdaq - Delayed Quote USD
NAA Risk Managed Rl Estt Inst (GURIX)
32.55
+0.14
+(0.43%)
At close: 8:01:05 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Schwab Institutional
- JPMorgan
- Vanguard
- (Junk)CommonWealth PPS
- Fifth Third Securities, Inc.
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- CommonWealth NTF
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- Ameritas NTFN
- Scottrade TF
- Scottrade NTF
- Thrivent – Advisory Eligible
- Morgan Stanley Consulting Group Advisor
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- Trust Company of America
- MSWM Brokerage
- ADP Access Open Fund Architecture
- Waddell & Reed Choice MAP Flex
- H Beck Inc.
- Securities America Inc.
- Vanguard Load
- Vanguard Load-Waived
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Morgan Stanley Portfolio Management
- JP Morgan No Load
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Existing Shareholders Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Real Estate |
| Fund Family | New Age Alpha Advisors LLC |
| Net Assets | 249.63M |
| YTD Return | 3.61% |
| Yield | 3.27% |
| Morningstar Rating | |
| Inception Date | May 01, 2015 |
Performance & Risk
| YTD Return | 1.17% |
| 5y Average Return | 8.66% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
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