TGREX : TCW Global Real Estate Fund Class I

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

TGREX

TCW Global Real Estate Fund Class I

FI Score

20 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

0 /10

Market Size

1 /10

20% FI Score
  • tgrex
  • Mutual Fund
  • Sector Equity
  • Real Estate

TCW Global Real Estate Fund Class I

Expenses: 1.00% (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 maximize total return from current income and long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of real estate investment trusts ("REITs") and real estate companies. Normally, it will invest in securities of issuers located in at least three different countries (one of which may be the United States) and will invest at least 30% of its net assets, plus any borrowings for investment purposes, in securities of issuers domiciled outside the United States or whose primary business operations are outside the United States.

Largest Holdings

Amount Holding
5.12% Hudson Pacific Properties Inc
4.18% Equinix Inc
4.10% Toll Brothers Inc
3.95% Segro PLC
3.95% Extended Stay America Inc
3.80% Retail Properties of America Inc Class A
3.70% Nippon Prologis REIT Inc
3.38% Longfor Group Holdings Ltd
3.14% Goodman Group
3.13% Alexandria Real Estate Equities Inc
3.03% Mid-America Apartment Communities Inc
2.92% Summit Industrial Income REIT
2.85% AvalonBay Communities Inc
2.82% Vail Resorts Inc
2.61% Mirvac Group
2.60% American Tower Corp
2.52% Deutsche Wohnen SE
2.41% D.R. Horton Inc
2.33% Invitation Homes Inc
2.27% Ichigo Office REIT Investment Corp
2.20% China Resources Land Ltd
2.19% VICI Properties Inc Ordinary Shares
1.96% Mitsubishi Estate Co Ltd
1.92% Simon Property Group Inc
1.85% SBA Communications Corp

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