REICX : West Loop Realty Fund Class C Shares

REICX is a Alternatives Market Real Estate with HIGH fees.

REICX

West Loop Realty Fund Class C Shares

FI Score

9 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

0 /10

Market Size

2 /10

  • reicx
  • Mutual Fund
  • Alternatives
  • Real Estate

West Loop Realty Fund Class C Shares

Expenses: 2.10% (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 current income and long-term growth of capital. The fund will pursue its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in income-producing equity securities, including common stocks, preferred stocks, convertible securities, rights, and warrants, of publicly traded companies participating in the real estate sector, such as Real Estate Investment Trusts ("REITs"). It may invest up to 20% of its net assets (plus any borrowings for investment purposes) in securities of foreign issuers which meet the same criteria for investment as domestic companies. The fund is non-diversified.

Largest Holdings

Amount Holding
9.42% Equinix Inc
7.77% Crown Castle International Corp
7.56% SBA Communications Corp
7.01% Prologis Inc
6.10% American Tower Corp
5.39% AvalonBay Communities Inc
5.12% Camden Property Trust
4.69% Americold Realty Trust
4.12% Kilroy Realty Corp
3.91% Invitation Homes Inc
3.85% American Homes 4 Rent Class A
3.81% Douglas Emmett Inc
3.18% Boston Properties Inc
2.88% QTS Realty Trust Inc Class A
2.85% Essex Property Trust Inc
2.50% CoreSite Realty Corp
2.47% Rexford Industrial Realty Inc
2.44% Consolid Tomoka Ld
2.40% Cousins Properties Inc
1.90% CyrusOne Inc
1.79% VICI Properties Inc Ordinary Shares
1.63% CatchMark Timber Trust Inc Class A
1.27% Armada Hoffler Properties Inc
1.14% Urban Edge Properties
0.77% Empire State Realty Trust Inc Class A

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