EAREX : Eaton Vance Real Estate Fund Class A

EAREX is a Alternatives Market Real Estate with HIGH fees.

EAREX

Eaton Vance Real Estate Fund Class A

FI Score

14 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

0 /10

Market Size

1 /10

14% FI Score
  • earex
  • Mutual Fund
  • Alternatives
  • Real Estate

Eaton Vance Real Estate Fund Class A

Expenses: 1.26% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks total return. The fund seeks total return through a combination of capital appreciation and current income. Under normal market conditions, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of companies primarily engaged in the real estate industry (the "80% Policy"). Although the fund invests primarily in domestic securities, it may invest up to 20% of its net assets in foreign securities. The fund is non-diversified.

Largest Holdings

Amount Holding
6.78% AvalonBay Communities Inc
6.30% Equity Residential
5.94% Public Storage
5.31% Prologis Inc
4.89% Mid-America Apartment Communities Inc
3.67% Boston Properties Inc
3.56% Invitation Homes Inc
3.38% Simon Property Group Inc
3.16% CubeSmart
2.75% Cousins Properties Inc
2.63% Duke Realty Corp
2.54% Highwoods Properties Inc
2.34% American Homes 4 Rent Class A
2.25% Extra Space Storage Inc
2.23% Camden Property Trust
2.11% CoreSite Realty Corp
2.09% First Industrial Realty Trust Inc
2.03% Equinix Inc
2.00% Digital Realty Trust Inc
1.84% EastGroup Properties Inc
1.73% Welltower Inc
1.73% Apple Hospitality REIT Inc
1.67% Regency Centers Corp
1.63% Healthpeak Properties Inc
1.63% PS Business Parks Inc

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