The REIT folio was developed for investors seeking long-term growth and income with higher volatility.
The Real Estate Investment Trusts (REIT) folio consists of the largest companies in the REIT category.
REITs could provide investors with diversification through a more liquid way to invest in real estate and potentially receive dividends.
Last Updated: April 23, 2018
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||-7.89%||0.45%|
|1 Year Volatility||12.17%||12.11%|
* 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.
(% of Folio)
|1||AMT||american tower reit com||3.34%|
|2||ARE||alexandria real estate eq inc||3.34%|
|3||AVB||avalonbay cmntys inc||3.34%|
|4||BXP||boston properties inc||3.34%|
|5||CCI||crown castle intl corp||3.34%|
|6||DLR||digital rlty tr inc||3.34%|
|7||DRE||duke weeks realty corp new||3.34%|
|8||EQIX||equinix inc new||3.34%|
|9||EQR||equity residential pptys tr sh ben int||3.34%|
|10||ESS||essex ppty tr inc||3.33%|
|11||EXR||extra space storage inc||3.33%|
|12||GGP||ggp inc new||3.33%|
|14||HST||host hotels & resorts inc||3.33%|
|15||INVH||invitation homes inc com||3.33%|
|16||IRM||iron mtn inc new com||3.33%|
|17||MAA||mid-amer apt cmntys inc||3.33%|
|18||NLY||annaly mtg mgmt inc||3.34%|
|19||O||realty income corp||3.33%|
|21||PSA||public storage inc||3.33%|
|22||REG||regency ctrs corp||3.33%|
|23||SBAC||sba communications corp||3.33%|
|24||SLG||sl green rlty corp||3.33%|
|25||SPG||simon ppty group inc new||3.33%|
|27||VNO||vornado rlty tr sh ben int||3.33%|
|29||WELL||welltower inc new||3.33%|
There are generally 30 securities in the folio.
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.