Nasdaq - Delayed Quote USD

TCW Global Real Estate I (TGREX)

12.09
-0.03
(-0.25%)
At close: February 14 at 8:01:33 PM EST
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DELL
  • Previous Close 12.12
  • YTD Return 2.84%
  • Expense Ratio 0.90%
  • Category Global Real Estate
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 40.64M
  • Beta (5Y Monthly) 1.12
  • Yield 1.84%
  • 5y Average Return --
  • Holdings Turnover 71.48%
  • Last Dividend 0.22
  • Inception Date Nov 28, 2014

Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities of REITs and real estate companies. Normally, it will invest in securities of issuers located in at least three different countries (one of which may be the United States) and invests at least 30% of its net assets, plus any borrowings for investment purposes, in securities of issuers domiciled outside the United States or whose primary business operations are outside the United States.

TCW

Fund Family

Global Real Estate

Fund Category

40.64M

Net Assets

2014-11-28

Inception Date

Performance Overview: TGREX

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Trailing returns as of 2/14/2025. Category is Global Real Estate.

YTD Return

TGREX
2.84%
Category
14.32%
 

1-Year Return

TGREX
7.52%
Category
32.33%
 

3-Year Return

TGREX
2.57%
Category
7.75%
 

5-Year Return

TGREX
4.35%
Category
6.57%
 

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Holdings: TGREX

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Sector Weightings

SectorTGREX
Real Estate   88.10%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: TGREX

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Research Reports: TGREX

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