TAREX Mutual Fund Price & Analysis

The fund's main goal is to generate significant long-term growth for its investors. It aims to achieve this by primarily investing in ownership stakes, such as common stocks and convertible securities, of financially sound companies. These companies are either directly involved in the real estate sector, have operations closely tied to it, hold substantial real estate properties, or obtain a significant part of their income or profits from real estate-related ventures at the point of investment. Typically, a minimum of 80% of the fund's total investment capital (including any borrowed money for investment purposes) will be allocated to securities issued by these real estate and real estate-related businesses.

TAREX Mutual Fund Chart & Stats

$22.66

$0.21(0.94%)

Sep 11, 2026

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TAREX Mutual Fund News

TAREX Mutual Fund Smart Score

Neutral

Analyst Consensus

Moderate Buy

Average Price Target:
27.53 (― Downside)

Learn more about TipRanks 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

Brookfield Corporation

6.42%

CBRE

Cbre Group

5.95%

FMCKJ

FEDERAL HOME LOAN MORTGAGE CORP

5.13%

FNMAS

FEDERAL NATIONAL MORTGAGE ASSOCIATION

5.03%

PLD

Prologis, Inc.

4.90%

FPH

Five Point Holdings

4.36%

UHAL.B

U-HAUL HOLDING COMPANY

4.15%

LEN.B

LENNAR CORP

4.05%

1113

CK Asset Holdings

3.62%

SUI

Sun Communities, Inc.

3.58%

Total47.18%

Go to Holdings >

TAREX Mutual Fund Chart & Stats

TAREX Mutual Fund News

TAREX Mutual Fund Smart Score

Analyst Consensus

Top 10 Holdings

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