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Aam/phocas Real Estate Fund Class I Shares (PHREX)

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Phocas Real Estate Fund historical data, for real-time data please try another search

33.080 +0.010 +0.03%

26/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 2.44B

Type: Fund

Market: United States

Issuer: AAM

Asset Class: Equity

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PHREX Overview

Find basic information about the Aam/phocas Real Estate Fund Class I Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add PHREX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 0%

Prev. Close33.07

Risk Rating

TTM Yield1.99%

ROE14.32%

IssuerAAM

Turnover6%

ROA3.06%

Inception DateSep 29, 2006

Total Assets2.44B

Expenses0.90%

Min. Investment25,000

Market Cap17.63B

CategoryReal Estate

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	954	954	1033	999	1165	1788
Fund Return	-4.61%	-4.61%	3.28%	-0.03%	3.1%	5.98%
Place in category	252	252	240	219	157	91
% in Category	98	98	94	89	69	56

Top Equity Funds by AAM

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	AAM/Bahl & Gaynor Income Growth I		1.45B	-0.80	7.80	9.27

Top Funds for Real Estate Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard REIT Index Adm	19.96B	0.26	-1.23	5.24
Vanguard REIT Index I	9.87B	0.27	-1.21	5.26
Vanguard Real Estate II Index Fund	9.32B	0.25	-1.20	-
Cohen & Steers Instl Realty Shares	7.71B	2.67	0.71	7.02
DFA Real Estate Securities I	7.01B	0.66	-0.89	5.93

Top Holdings

Name	ISIN	Weight %	Last	Change %
Prologis	US74340W1036	7.57	105.09	+0.40%
Equinix	US29444U7000	7.26	866.50	+0.86%
American Tower	US03027X1000	6.87	210.27	-1.62%
Simon Property	US8288061091	5.97	157.95	-0.11%
Rexford Inl Rty	US76169C1009	5.79	34.54	+1.53%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Sell	Neutral
Technical Indicators	BUY	Strong Sell	Sell
Summary	Buy	Strong Sell	Neutral

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Phocas Real Estat.	33.080	+0.010	+0.03%