PHRCX : Virtus Duff & Phelps Real Estate Securities Fund Class C

PHRCX is a Alternatives Market Real Estate with HIGH fees.

PHRCX

Virtus Duff & Phelps Real Estate Securities Fund Class C

FI Score

24 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

0 /10

Market Size

6 /10

24% FI Score
  • phrcx
  • Mutual Fund
  • Alternatives
  • Real Estate

Virtus Duff & Phelps Real Estate Securities Fund Class C

Expenses: 2.09% (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 capital appreciation and income with approximately equal emphasis. The fund normally invests at least 80% of its assets in publicly-traded REITs and companies that are principally engaged in the real estate industry. It offers exposure to the equity real estate investment trust ("REIT") market utilizing utilizing a quality and relative value style with a fundamental security analysis approach designed to identify the most attractive investment candidates.

Largest Holdings

Amount Holding
9.58% Equinix Inc
7.03% Prologis Inc
5.00% AvalonBay Communities Inc
4.91% Duke Realty Corp
4.63% Alexandria Real Estate Equities Inc
4.44% Equity Residential
4.44% Sun Communities Inc
4.39% Healthpeak Properties Inc
3.78% American Homes 4 Rent Class A
3.60% CyrusOne Inc
3.49% Cousins Properties Inc
3.44% Crown Castle International Corp
3.36% Healthcare Trust of America Inc
3.04% Extra Space Storage Inc
3.04% Americold Realty Trust
2.68% Apartment Investment & Management Co
2.51% CubeSmart
2.45% VICI Properties Inc Ordinary Shares
2.26% Regency Centers Corp
2.25% Douglas Emmett Inc
2.04% STORE Capital Corp
1.98% Welltower Inc
1.87% Spirit Realty Capital Inc
1.81% Mid-America Apartment Communities Inc
1.65% Rexford Industrial Realty Inc

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