|875 Third Avenue , New York, NY 10022|
|Fund Manager||Team Managed|
The funds investment objective is to seek total return through a combination of current income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity and debt securities issued by real estate companies, such as real estate investment trusts (REITs), REIT-like structures or real estate operating companies. A company will be considered a real estate company if, in the opinion of portfolio management, at least 50% of its revenues or at least 50% of the market value of its assets at the time the security is purchased are attributable to the ownership, construction, financing, management or sale of real estate or such other activities that are primarily related to real estate. The fund may invest without limitation in securities of companies engaged principally in the real estate industry.
|Asset Type||% Of Allocation|
|Total Net Assets||3.54 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$500|
|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|
|SPG||SIMON PROPERTY GROUP INC||3.55%|
|AVB||AVALONBAY COMMUNITIES INC||3.04%|
|EXR||EXTRA SPACE STORAGE||2.64%|
|MAA||MID AMERICA APARTMENT COMMUNI||2.27%|
|SUI||SUN COMMUNITIES INC||2.19%|
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