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 39 positions across sectors including Real Estate, Industrials, Materials. 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 3.06%. AREEX dividend yield stands at 1.34%, paid quarterly.

AREEX top holdings include Prologis Inc (10.4%), Welltower, Inc. (10.1%), Equinix Inc. Real Estate Investment Trust (6.3%), American Tower Corporation (5.7%), Simon Property Group Inc (5.1%). 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.