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FRESX Mutual Fund Price & Analysis

This portfolio primarily allocates its capital to common equity shares. A substantial portion, specifically a minimum of 80% of its holdings, is dedicated to companies operating within the real estate sector and other ventures tied to real estate. Its investment scope extends to both U.S. and international entities. Investment decisions are guided by a thorough fundamental analysis, examining factors like a company's financial health, its standing within its industry, and broader market and economic trends. Notably, this portfolio operates as a non-diversified fund.

FRESX Mutual Fund Chart & Stats

$41.95
-$0.03(-0.07%)
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FRESX 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 %
Prologis, Inc.
10.02%
Equinix
8.95%
Welltower, Inc.
8.59%
American Tower Corporation
8.17%
NNN REIT
4.35%
Kimco Realty Corp
4.23%
Public Storage
4.10%
Cbre Group
3.86%
Digital Realty Trust
3.85%
UDR (UDR)
3.45%
Total59.57%

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