AREAX : AB Global Real Estate Investment Fund Class A

AREAX is a Sector Equity Market Real Estate with HIGH fees.

AREAX

AB Global Real Estate Investment Fund Class A

FI Score

23 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

0 /10

Market Size

4 /10

23% FI Score
  • areax
  • Mutual Fund
  • Sector Equity
  • Real Estate

AB Global Real Estate Investment Fund Class A

Expenses: 1.38% (Better than 0% of similar funds)

This is a bad choice for a Real Estate Sector Equity fund. See why ยป

Fund Summary

The investment seeks total return from long-term growth of capital and income. Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of real estate investment trusts, or REITs, and other real estate industry companies, such as real estate operating companies, or REOCs. It invests in U.S. and non-U.S. issuers. Under normal circumstances, it invests significantly (at least 40%--unless market conditions are not deemed favorable by the Adviser) in securities of non-U.S. companies. In addition, the fund invests, under normal circumstances, in the equity securities of companies located in at least three countries.

Largest Holdings

Amount Holding
5.03% Prologis Inc
2.90% Welltower Inc
2.83% Vonovia SE
2.66% Digital Realty Trust Inc
2.51% Mitsui Fudosan Co Ltd
2.37% Realty Income Corp
2.08% Alexandria Real Estate Equities Inc
1.95% Sun Communities Inc
1.93% Healthpeak Properties Inc
1.91% Boston Properties Inc
1.90% Essex Property Trust Inc
1.89% Mid-America Apartment Communities Inc
1.78% Brixmor Property Group Inc
1.66% CK Asset Holdings Ltd
1.54% American Homes 4 Rent Class A
1.51% Link Real Estate Investment Trust
1.50% Medical Properties Trust Inc
1.48% Americold Realty Trust
1.44% National Storage Affiliates Trust
1.44% Sun Hung Kai Properties Ltd
1.38% Segro PLC
1.35% Retail Properties of America Inc Class A
1.33% Omega Healthcare Investors Inc
1.28% Assura PLC
1.24% American Campus Communities Inc

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