AREEX Mutual Fund

AREEX Mutual Fund (American Century Real Estate Fund A Class) is managed by American Century Investments with $23.3M in net assets. AREEX expense ratio is 1.41%, holding 40 positions across sectors including Real Estate, Industrials, Communication Services. Inception date: 1998-10-06.

AREEX performance shows a YTD return of 15.18%. The 1-year return is 15.58% and the 5-year return is 2.68%. AREEX dividend yield stands at 1.38%, paid quarterly.

AREEX top holdings include Welltower, Inc. (12.7%), Prologis Inc (7.5%), Equinix Inc. Real Estate Investment Trust (7.5%), American Tower Corporation (6.0%), Simon Property Group Inc (5.8%). Go to all AREEX holdings, AREEX sectors, or AREEX dividends.

AREEX can be compared against other funds. Use AREEX overlap to find shared positions, or AREEX vs another fund for a side-by-side view. AREEX alternatives are available via the screener, along with tax-loss harvesting opportunities.