Objective

The Residential REIT folio was developed for investors seeking aggressive capital appreciation with higher volatility.

Strategy

The Residential REIT folio consists of companies engaged in the construction of apartment and community homes.

REITs could provide investors with diversification through a more liquid way to invest in real estate and potentially receive dividends. If the world population increases, demand for residential real estate and Residential REIT’s is expected to grow.

Last Updated: March 24, 2017

Category: Sector/Industry
Inception Date: 2000-11-09 00:00:00.0
Date Funded: 2009-08-31*

Folio S&P 500 Total Return
One-Month -0.3% -0.83%
Three-Month 4.96% 4.07%
Year-to-Date 2.56% 5.2%
One-Year 23.8% 17.6%
Three-Year (Annualized) 20.32% 10.36%
Five-Year (Annualized) 14.33% 13.3%
Since Inception 14.31% N/A
Volatility 14.83% 10.05%

Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.

#SymbolCompanyWeight
(% of Folio)
1ACCamerican campus cmntys inc5.00%
2AIVapartment invt & mgmt co cl a5.00%
3AMHamerican homes 4 rent cl a5.00%
4APTSpreferred apt cmntys inc com5.00%
5AVBavalonbay cmntys inc5.00%
6BRGbluerock resident gr reit inc com cl a5.00%
7CPTcamden ppty tr sh ben int5.00%
8EDReducation rlty tr inc5.00%
9ELSequity lifestyle properties inc5.00%
10EQRequity residential pptys tr sh ben int5.00%
11ESSessex ppty tr inc5.00%
12IRTindependence rlty tr inc com5.00%
13MAAmid-amer apt cmntys inc5.00%
14MOREmonogram residential tr inc com5.00%
15NXRTnexpoint residential tr inc com5.00%
16SBYsilver bay rlty tr corp com5.00%
17SFRcolony starwood homes new5.00%
18SUIsun communities inc5.00%
19UDRudr inc5.00%
20UMHu m h properties inc5.00%

Steps to Create This Folio

  1. We selected all companies with primary business operations in the Residential REIT industry, as defined by the National Association of Real Estate Investment Trusts (NAREIT) that were publicly listed on U.S. stock exchanges.
  2. We ranked the securities according to market capitalization and selected the top 30 securities with the highest market capitalizations. If 30 securities were not available, the complete list of securities was added to the folio.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally between 20 and 30 securities in the folio; however, the number may vary.

Update Frequency

Quarterly.

If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.