• American Century Real Estate Fund

American Century Investments

  • US
  • Real Estate
  • Recently Viewed
  • Symbol Price
    DMCCX 9.39
    FEKAX 12.87
    DMCAX 128.29
    BHHEX 23.7
    FEKIX 12.41
    DPDEX 19.69
    USLUX 23.63
    GVDIX 9.42
    SSGMX 8.85
    GVDSX 51.33

American Century Real Estate Fund

REACX

Summary

The fund seeks high total investment return by investing in companies in the United States.

The investment process is designed to highlight companies that are engaged in the real estate investment trusts and other companies engaged in the real estate industry.

The investment team considers a company to be engaged in the real estate industry if, at least 50% of its revenues or 50% of the market value of its assets at the time of purchase are attributed to the ownership, construction, management or sale of real estate.

Then the research team focuses More

Price

Last Close

$35.15 ( +0.2 )

52 Week HL

$35.16 - $23.9

Net Assets

$967.7 M

Expense Ratio

1.16 %

Top 10 Holdings

Mar 24, 2021

Company Name

  • Prologis Inc
  • American Tower
  • Crown Castle
  • Equinix Inc
  • Welltower Inc

Holding

  • 7.88
  • 6.35
  • 6.26
  • 6.24
  • 3.79

Company Name

  • Ventas Inc
  • UDR Inc
  • SBA Communications
  • PotlatchDeltic Corporation
  • Invitation Homes
  • Total

Holding

  • 3.62
  • 3.60
  • 3.45
  • 3.16
  • 3.00
  • 47.35%

Manager

Name

Steven Brown

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

30.7 %

3 Year

41.2%

5 Year

32.84%

Best

39.77%
2003

Worst

-43.31%
2008

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 7.3% -24% 15.4% -6.8% 0.3% 5% 5.3% 9.3% 6.3% 10.5% -
Q2 11.6% 8% 2.3% 8.9% 1.5% 6.9% -10.6% 7% -2.1% 3% -
Q3 9.1% 2.7% 8.3% 1.9% 0.8% -1.7% 2% -3% -2.6% -0.5% -
Q4 - 6.8% -6.3% -4.4% 2.7% -4.2% 7% 14.3% 0.1% 3.2% -

Returns +
Monthly

J F M A M J J A S O N D
2021 -0.6% 3.7% 4.2% 7.5% 1.2% 2.6% 4.3% 2.4% 2.1% - - -
2020 2.1% -8.2% -18.8% 6.9% 1.4% -0.4% 6.3% - -3.4% -3.2% 8.1% 2.1%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    0%16%29%-6%19%8%-1%14%29%13%0%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
REACX 31%-10%20%-4%5%6%3%30%1%18%12%
S&P 500 -16%29%-6%19%8%-1%14%29%13%-
Alpha 31%-26%-9%2%-14%-3%3%16%-28%5%12%

REACX S&P 500

Chart +