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BREIX Mutual Fund Price & Analysis

The investment seeks capital appreciation. The fund normally invests 80% of its net assets for the long term in equity securities in the form of common stock of U.S. and non-U.S. real estate and real estate-related companies of any market capitalization, and in companies which, in the opinion of the Adviser, own significant real estate assets at the time of investment ("real estate companies"). It will invest more than 25% of its net assets in the real estate industry.

BREIX Mutual Fund Chart & Stats

BREIX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Jones Lang Lasalle
6.12%
Brookfield Corporation
5.66%
Cbre Group
5.50%
Welltower, Inc.
5.46%
Toll Brothers Inc.
4.29%
American Tower Corporation
4.28%
Equinix
3.86%
CoStar Group
3.83%
Wynn Resorts Limited
3.30%
SiteOne Landscape
3.23%
Total45.52%

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