Nasdaq - Delayed Quote USD

Virtus Duff & Phelps Glb Rl Estt Secs C (VGSCX)

33.69
+0.28
+(0.84%)
At close: 6:07:19 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
1
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
1

Broker Availability

Fund Summary

The fund provides global exposure to the real estate securities market, focusing on owners and operators with recurring rental income. It invests at least 80% of its assets in equity securities issued by U.S. and non-U.S. companies of any capitalization that are principally engaged in the real estate industry, including common stock, preferred stock and other equity securities issued by real estate companies, such as REITs and similar REIT-like entities.

Fund Overview

Category Global Real Estate
Fund Family Virtus
Net Assets 368.02M
YTD Return 3.42%
Yield 1.41%
Morningstar Rating
Inception Date Mar 02, 2009

Performance & Risk

YTD Return 4.90%
5y Average Return 5.71%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

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