|30 Hudson Street , Jersey City, NJ 07302|
|Fund Manager||Team Managed|
The Fund seeks total return. Under normal circumstances, the Fund invests at least 80% of its assets (net assets plus borrowings for investment purposes) in common and preferred stocks of U.S. real estate investment trusts (REITs) and other real estate companies. The Funds Subadvisor, CBRE Clarion Securities LLC, defines a real estate company as a company that: (i) derives at least 50% of its total revenue or earnings from owning, operating, leasing, developing, managing, brokering and/or selling real estate; or (ii) has at least 50% of its assets invested in real estate. Companies principally engaged in the real estate industry may include REITs, real estate owners, real estate managers, real estate brokers, real estate dealers, and companies with substantial real estate holdings. The Fund is non-diversified, which means it may invest a greater percentage of its assets in a smaller number of issuers than a diversified fund. Under normal market conditions, the Fund will invest more than 25% of its total assets (concentrate its investments) in securities issued by companies principally engaged in the real estate industry.
|Asset Type||% Of Allocation|
|Total Net Assets||2.58 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|CCI||CROWN CASTLE INTERNATIONAL C||8.07%|
|SPG||SIMON PROPERTY GROUP INC||5.75%|
|DRE||DUKE REALTY CORP||4.41%|
|EXR||EXTRA SPACE STORAGE||4.35%|
|INVH||INVITATION HOMES INC||2.94%|
|CPT||CAMDEN PROPERTY TRUST||2.85%|
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