MRESX : AMG Managers CenterSquare Real Estate Fund Class N

MRESX is a Alternatives Market Real Estate with MODERATE fees.

MRESX

AMG Managers CenterSquare Real Estate Fund Class N

FI Score

27 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

0 /10

Market Size

4 /10

27% FI Score
  • mresx
  • Mutual Fund
  • Alternatives
  • Real Estate

AMG Managers CenterSquare Real Estate Fund Class N

Expenses: 1.10% (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
9.05% American Tower Corp
7.34% Equinix Inc
6.82% Crown Castle International Corp
6.02% SBA Communications Corp
5.92% Prologis Inc
3.87% Equity Residential
3.52% Invitation Homes Inc
3.22% Healthpeak Properties Inc
2.49% Sun Communities Inc
2.46% Digital Realty Trust Inc
2.10% UDR Inc
2.09% Boston Properties Inc
2.08% AvalonBay Communities Inc
2.03% JBG SMITH Properties
2.03% Public Storage
1.99% Ventas Inc
1.87% CyrusOne Inc
1.77% VEREIT Inc Class A
1.75% Americold Realty Trust
1.63% Realty Income Corp
1.47% Extra Space Storage Inc
1.47% Welltower Inc
1.31% Retail Properties of America Inc Class A
1.27% CubeSmart
1.26% Iron Mountain Inc

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