GURCX Mutual Fund (NAA Risk Managed Real Estate Fund Class C) is managed by New Age Alpha with $3.2M in net assets. GURCX expense ratio is 2.64%, holding 126 positions across sectors including Real Estate, Financials, Industrials. Inception date: 2014-03-28.

GURCX performance shows a YTD return of 14.59%. The 1-year return is 15.39% and the 5-year return is 3.33%. GURCX dividend yield stands at 1.31%, paid quarterly.

GURCX top holdings include Morgan Stanley (13.8%), Welltower Inc Health Care (9.8%), Prologis Inc (8.8%), Equinix, Inc. (6.8%), Treasury Bill 0% Oct 01, 2026 (4.9%). View all GURCX holdings, sector breakdown, or dividend history.

GURCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GURCX alternatives are available via the screener, along with tax-loss harvesting opportunities.