NRFYX : Natixis Funds Trust IV AEW Global Focused Real Estate Fund Class Y

NRFYX is a Sector Equity Market Real Estate with MODERATE fees.

NRFYX

Natixis Funds Trust IV AEW Global Focused Real Estate Fund Class Y

FI Score

33 /100

Expense Ratio Rating

8 /10

Expense Rating

1 /10

Market Score

3 /10

Category Score

0 /10

Market Size

3 /10

33% FI Score
  • nrfyx
  • Mutual Fund
  • Sector Equity
  • Real Estate

Natixis Funds Trust IV AEW Global Focused Real Estate Fund Class Y

Expenses: 0.93% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks to provide investors with above-average income and long-term growth of capital. The fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in securities, including common stocks and preferred stocks, of real estate investment trusts ("REITs") and/or real estate-related companies. It primarily invests in equity REITs, which own or lease real estate and derive their income primarily from rental income.

Largest Holdings

Amount Holding
6.05% Essex Property Trust Inc
4.78% VICI Properties Inc Ordinary Shares
4.62% Equinix Inc
4.57% Americold Realty Trust
3.93% Invitation Homes Inc
3.55% Healthpeak Properties Inc
3.49% Boston Properties Inc
3.17% Rexford Industrial Realty Inc
3.15% Sun Communities Inc
3.13% Vonovia SE
2.61% Douglas Emmett Inc
2.54% Link Real Estate Investment Trust
2.53% Federal Realty Investment Trust
2.50% Prologis Inc
2.40% Canadian Apartment Properties Real Estate Investment Trust
2.37% Brixmor Property Group Inc
2.22% Mitsui Fudosan Co Ltd
2.19% Sun Hung Kai Properties Ltd
2.17% Sunstone Hotel Investors Inc
2.10% Deutsche Wohnen SE
1.93% Extra Space Storage Inc
1.85% Mitsubishi Estate Co Ltd
1.84% Segro PLC
1.76% Gecina Nom
1.62% Nippon Building Fund 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