GURAX Mutual Fund
GURAX Mutual Fund
GURAX Mutual Fund
NAA Risk Managed Real Estate Fund Class A
GURAX Mutual Fund Overview
GURAX Mutual Fund (NAA Risk Managed Real Estate Fund Class A) is managed by New Age Alpha with $10.4M in net assets. GURAX expense ratio is 1.94%, holding 124 positions across sectors including Real Estate, Financials, Industrials. Inception date: 2014-03-28.
GURAX performance shows a YTD return of 12.84%. The 1-year return is 11.95% and the 5-year return is 2.50%. GURAX dividend yield stands at 1.91%, paid quarterly.
GURAX top holdings include Morgan Stanley (14.1%), Welltower, Inc. (10.3%), Prologis Inc (8.2%), Equinix Inc. Real Estate Investment Trust (6.6%), Simon Property Group Inc (4.8%). Go to all GURAX holdings, GURAX sectors, or GURAX dividends.
GURAX can be compared against other funds. Use GURAX overlap to find shared positions, or GURAX vs another fund for a side-by-side view. GURAX alternatives are available via the screener, along with tax-loss harvesting opportunities.