MRASX : AMG Managers CenterSquare Real Estate Fund Class I

MRASX is a Alternatives Market Real Estate with MODERATE fees.

MRASX

AMG Managers CenterSquare Real Estate Fund Class I

FI Score

30 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

0 /10

Market Size

4 /10

30% FI Score
  • mrasx
  • Mutual Fund
  • Alternatives
  • Real Estate

AMG Managers CenterSquare Real Estate Fund Class I

Expenses: 0.97% (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 achieve a combination of income and long-term capital appreciation. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in stocks of companies principally engaged in the real estate industry. The Subadvisor considers a company to be principally engaged in the real estate industry if it derives at least 50% of its revenues or profits from the ownership, construction, management, financing or sale of residential, commercial or industrial real estate, or has at least 50% of its assets invested in residential, commercial or industrial real estate. It is non-diversified.

Largest Holdings

Amount Holding
9.78% American Tower Corp
7.54% Equinix Inc
7.24% Crown Castle International Corp
6.65% SBA Communications Corp
5.99% Prologis Inc
4.02% Invitation Homes Inc
3.64% Equity Residential
2.82% Healthpeak Properties Inc
2.81% Digital Realty Trust Inc
2.41% UDR Inc
2.31% Sun Communities Inc
1.94% Ventas Inc
1.89% Boston Properties Inc
1.87% VEREIT Inc Class A
1.80% Americold Realty Trust
1.78% Public Storage
1.64% Realty Income Corp
1.59% Welltower Inc
1.59% Cousins Properties Inc
1.58% JBG SMITH Properties
1.52% CubeSmart
1.51% CyrusOne Inc
1.47% AvalonBay Communities Inc
1.38% Extra Space Storage Inc
1.30% W.P. Carey Inc

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