|PO Box 9655 , Providence, RI 02940|
|Fund Manager||Team Managed|
The investment objectives of the Fund are capital appreciation and income. The Fund seeks investments whose price will increase over time and which will pay the Fund dividends and other income. The Fund normally invests at least 80% of its investable assets (net assets plus any borrowings made for investment purposes) in equity-related securities of real estate companies, principally real estate investment trusts (REITs), and other real estate securities. Equity-related securities may also include common stock,convertible securities, nonconvertible preferred stock, American Depositary Receipts (ADRs), warrants and other rights that can be exercised to obtain stock,investments in various types of business ventures and similar securities.
|Asset Type||% Of Allocation|
|Total Net Assets||472.22 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|
|ESS||ESSEX PROPERTY TRUST INC||2.76%|
|SPG||SIMON PROPERTY GROUP INC||2.30%|
|SUHJY||SUN HUNG KAI PROPERTIES LTD||2.20%|
|EPRT||ESSENTIAL PROPERTIES REALTY T||2.01%|
|NNN||NATIONAL RETAIL PROPERTIES IN||1.95%|
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