VGSCX : Virtus Duff & Phelps Global Real Estate Securities Fund Class C

VGSCX is a Sector Equity Market Real Estate with HIGH fees.

VGSCX

Virtus Duff & Phelps Global Real Estate Securities Fund Class C

FI Score

16 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

0 /10

Market Size

4 /10

16% FI Score
  • vgscx
  • Mutual Fund
  • Sector Equity
  • Real Estate

Virtus Duff & Phelps Global Real Estate Securities Fund Class C

Expenses: 2.15% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks long-term capital appreciation with a secondary investment objective of income. The fund provides global exposure to the real estate securities market, focusing on owners and operators with recurring rental income. It invests at least 80% of its assets in equity securities issued by U.S. and non-U.S. companies of any capitalization that are principally engaged in the real estate industry, including common stock, preferred stock and other equity securities issued by real estate companies, such as REITs and similar REIT-like entities.

Largest Holdings

Amount Holding
5.22% Prologis Inc
3.81% Mitsubishi Estate Co Ltd
3.48% Equinix Inc
3.00% Duke Realty Corp
3.00% Equity Residential
2.92% AvalonBay Communities Inc
2.81% Alexandria Real Estate Equities Inc
2.70% Healthpeak Properties Inc
2.47% Vonovia SE
2.47% Sun Communities Inc
2.44% Crown Castle International Corp
2.31% Granite Real Estate Investment Trust Shs of Granite Real Estate Inc + 1 TU
2.25% Extra Space Storage Inc
2.13% Mitsui Fudosan Logistics Park Inc
1.84% Americold Realty Trust
1.83% Warehouses De Pauw
1.81% CubeSmart
1.73% UNITE Group PLC
1.71% Healthcare Trust of America Inc
1.68% Cousins Properties Inc
1.61% Invitation Homes Inc
1.60% American Homes 4 Rent Class A
1.59% Welltower Inc
1.58% CyrusOne Inc
1.45% Mid-America Apartment Communities Inc

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