The Residential REIT folio was developed for investors seeking aggressive capital appreciation with higher volatility.
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: January 19, 2018
Inception Date: 2000-11-09 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||-6.59%||5.2%|
|1 Year Volatility||10.58%||6.77%|
* 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||ACC||american campus cmntys inc||5.00%|
|2||AIV||apartment invt & mgmt co cl a||5.00%|
|3||AMH||american homes 4 rent cl a||5.00%|
|4||APTS||preferred apt cmntys inc com||5.00%|
|5||AVB||avalonbay cmntys inc||5.00%|
|6||BRG||bluerock resident gr reit inc com cl a||5.00%|
|7||CLPR||clipper rlty inc com||5.00%|
|8||CPT||camden ppty tr sh ben int||5.00%|
|9||EDR||education rlty tr inc||5.00%|
|10||ELS||equity lifestyle properties inc||5.00%|
|11||EQR||equity residential pptys tr sh ben int||5.00%|
|12||ESS||essex ppty tr inc||5.00%|
|13||INVH||invitation homes inc com||5.00%|
|14||IRT||independence rlty tr inc com||5.00%|
|15||MAA||mid-amer apt cmntys inc||5.00%|
|16||NXRT||nexpoint residential tr inc com||5.00%|
|17||RESI||altisource residential corp cl b||5.00%|
|18||SUI||sun communities inc||5.00%|
|20||UMH||u m h properties inc||5.00%|
There are generally between 20 and 30 securities in the folio; however, the number may vary.
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.