RENTX : Shelton Real Estate Income Fund Investor Class

RENTX is a Alternatives Market Real Estate with HIGH fees.

RENTX

Shelton Real Estate Income Fund Investor Class

FI Score

9 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

0 /10

Market Size

1 /10

  • rentx
  • Mutual Fund
  • Alternatives
  • Real Estate

Shelton Real Estate Income Fund Investor Class

Expenses: 1.42% (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 to provide current income with the potential for capital appreciation. The Advisor intends to allocate the fund's assets among real estate securities that, in the view of the Advisor, represent attractive investment opportunities. The Advisor evaluates securities based primarily on the relative attractiveness of income and secondarily considers the potential for capital appreciation. The fund may invest up to 15% of its net assets in illiquid securities. It is non-diversified.

Largest Holdings

Amount Holding
10.39% Crown Castle International Corp
8.22% Equinix Inc
7.95% Sun Communities Inc
7.68% Alexandria Real Estate Equities Inc
7.29% Duke Realty Corp
6.44% Blackstone Mortgage Trust Inc A
4.42% CoreSite Realty Corp
4.34% Sunstone Hotel Investors Inc
4.30% CubeSmart
3.83% Digital Realty Trust Inc
3.69% Healthcare Trust of America Inc
3.62% Host Hotels & Resorts Inc
3.31% Equity Residential
3.28% American Tower Corp
3.11% AvalonBay Communities Inc
1.99% Brixmor Property Group Inc
1.96% Apollo Commercial Real Estate Finance Inc
1.85% EPR Properties
1.73% Vornado Realty Trust
1.60% Prologis Inc
1.58% Starwood Property Trust Inc
1.44% Simon Property Group Inc
1.27% American Homes 4 Rent Class A
1.24% Corporate Office Properties Trust
1.18% SITE Centers Corp

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