FREEX : Franklin Real Estate Securities Fund Class A

FREEX is a Alternatives Market Real Estate with MODERATE fees.

FREEX

Franklin Real Estate Securities Fund Class A

FI Score

34 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

0 /10

Market Size

5 /10

34% FI Score
  • freex
  • Mutual Fund
  • Alternatives
  • Real Estate

Franklin Real Estate Securities Fund Class A

Expenses: 1.01% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks to maximize total return. Normally, the fund invests at least 80% of its net assets in equity securities of companies operating in the real estate industry predominantly in the United States, including: companies qualifying under federal tax law as real estate investment trusts (REITs); and companies that derive at least half of their assets or revenues from the ownership, construction, management, operation, development or sale of commercial or residential real estate (such as real estate operating or service companies, homebuilders, lodging providers, and developers).

Largest Holdings

Amount Holding
8.25% Equinix Inc
7.90% American Tower Corp
7.83% Prologis Inc
6.51% Crown Castle International Corp
5.95% SBA Communications Corp
4.58% Alexandria Real Estate Equities Inc
4.06% AvalonBay Communities Inc
3.52% Equity Lifestyle Properties Inc
3.48% Extra Space Storage Inc
3.17% Realty Income Corp
3.13% Healthpeak Properties Inc
2.94% UDR Inc
2.92% American Homes 4 Rent Class A
2.80% Camden Property Trust
2.45% Rexford Industrial Realty Inc
2.18% Cousins Properties Inc
2.02% QTS Realty Trust Inc Class A
2.02% Welltower Inc
2.00% Regency Centers Corp
1.91% Kilroy Realty Corp
1.84% Public Storage
1.77% VEREIT Inc Class A
1.63% Americold Realty Trust
1.55% Simon Property Group Inc
1.55% Boston Properties Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo