GURCX Mutual Fund
GURCX Mutual Fund
GURCX Mutual Fund
NAA Risk Managed Real Estate Fund Class C
GURCX Mutual Fund Overview
GURCX Mutual Fund (NAA Risk Managed Real Estate Fund Class C) is managed by New Age Alpha with $2.8M in net assets. GURCX expense ratio is 2.64%, holding 124 positions across sectors including Real Estate, Financials, Industrials. Inception date: 2014-03-28.
GURCX performance shows a YTD return of 12.29%. The 1-year return is 11.13% and the 5-year return is 1.78%. GURCX dividend yield stands at 1.34%, paid quarterly.
GURCX 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 GURCX holdings, GURCX sectors, or GURCX dividends.
GURCX can be compared against other funds. Use GURCX overlap to find shared positions, or GURCX vs another fund for a side-by-side view. GURCX alternatives are available via the screener, along with tax-loss harvesting opportunities.