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American Century Real Estate R (AREWX) Fund Ranking and Research

Ranking, Research and Recommendation of American Century Real Estate R (AREWX) Fund

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Graph of American Century Real Estate R Fund (AREWX) ManagerFund Manager - Steven R. Rodriguez

Fund Manager Information

Fund Manager Tenure: 9.9 years
Similar Funds: AREEX 
Fund Family: American Century Investments
Fund Category: Real Estate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)

 

Graph of American Century Real Estate R Fund (AREWX) ProfileAmerican Century Real Estate R Fund (AREWX) Profile

Fund Profile and Description

American Century Real Estate R Fund seeks high total investment return through a combination of capital appreciation and current income. American Century Real Estate R Fund invests at least 80% of assets in equity securities issued by real estate investment trusts and companies engaged in the real estate industry. Equity securities include common stock, preferred stock, and equity-equivalent securities, such as convertible securities, stock futures contracts or stock index futures contracts. A real estate investment trust (REIT) invests primarily in income-producing real estate or makes loans to persons involved in the real estate industry. It is non-diversified.

 

American Century Real Estate R (AREWX) Fund Strength What we like about American Century Real Estate R (AREWX) Fund

Data for American Century Real Estate R Fund (AREWX) as of May 30, 2016

  • American Century Real Estate R Fund (AREWX) management has been with American Century Real Estate R Fund for 9.9 years
  • American Century Real Estate R Fund (AREWX) has good Long-term performance (5-year return 9.63% vs 9.40% Real Estate category median performance)
  • American Century Real Estate R Fund (AREWX) ratio of up-years vs down years is greater than 2
  • Asset base in American Century Real Estate R Fund (AREWX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

American Century Real Estate R Fund (AREWX) Weakness What we are cautious about American Century Real Estate R (AREWX) Fund

Data for American Century Real Estate R Fund (AREWX) as of May 30, 2016

  • American Century Real Estate R Fund (AREWX) has a less-than-ideal short-term performance (1-year return 8.31% vs 9.01% Real Estate category median performance)
  • American Century Real Estate R Fund (AREWX) has a less-than-ideal mid-term performance (3-year return 9.41% vs 9.69% Real Estate category median performance)
  • American Century Real Estate R Fund (AREWX) has a Morningstar rating of 3 and below
  • American Century Real Estate R Fund (AREWX) has an annual stock turnover rate of 140.00% that is higher than the Real Estate average of 61.66%. This could mean American Century Real Estate R is more nimble, but also signal potential high tax impact and high trading fees
  • American Century Real Estate R Fund (AREWX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.77 that is higher than category average of 14.6
  • American Century Real Estate R Fund (AREWX) has a higher expense ratio of 1.64% than its Real Estate average of 1.28%
  • Even though American Century Real Estate R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
  • As a Real Estate focused fund, American Century Real Estate R Fund (AREWX) is less diversified and has inherited sector risks associated with the fund
See American Century Real Estate R Fund (AREWX) performance details as of May 30, 2016

 

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Compare American Century Real Estate R Fund (AREWX)Compare with other top Real Estate category mutual funds

Aadditional top Real Estate mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Century Real Estate R4.788.319.419.63
Cohen & Steers Real Estate Securities A (CSEIX)4.9712.0412.7011.08Compare
Fidelity Real Estate Investment Port (FRESX)5.4713.1611.0110.65Compare
Goldman Sachs Real Estate Securities Ins (GREIX)4.4810.0510.3410.22Compare

See top fund managers for Real Estate Category Funds

 

Compare American Century Real Estate R Fund (AREWX)Compare with Real Estate category ETFs

Some Real Estate ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR Dow Jones REIT ETF (RWR)3.89%9.97%10.25%
iShares US Real Estate (IYR)5.47%8.55%8.64%
Wilshire US REIT ETF (WREI)4.51%11.20%10.78%
iShares Real Estate 50 (FTY)4.72%10.99%9.37%
Schwab US REIT ETF (SCHH)4.03%10.20%10.44%

 

Graph of American Century Real Estate R Fund (AREWX) Net Asset TrackingAmerican Century Real Estate R (AREWX) Fund Net Asset

Track net asset change of American Century Real Estate R fund (AREWX)

DateNet Asset
05/2016$1.52B
03/2016$1.51B
02/2016$1.38B
More historic net asset information on American Century Real Estate R Fund (AREWX)

  

Graph of American Century Real Estate R Fund (AREWX) Portfolio TrackingAmerican Century Real Estate R (AREWX) Fund Portfolio Allocation

Track portfolio allocation change of American Century Real Estate R fund (AREWX)

DateCashStockBondOther
03/20161.22%98.78%0%0%
12/20152.07%97.93%0%0%
09/20151.13%98.87%0%0%
Click here to see more historic asset allocation information on American Century Real Estate R Fund (AREWX)

 

graph of American Century Real Estate R Fund (AREWX) Top 10 Position TrackingTop 10 Holdings in American Century Real Estate R (AREWX) Fund

Discover what American Century Real Estate R Fund (AREWX) manager is buying

Mar 30, 2016
Simon Property Group, Inc. Comm [10.56%]
AvalonBay Communities, Inc. Com [4.94%]
ProLogis, Inc. Common Stock [4.74%]
Equinix, Inc. [4.41%]
Equity Residential Common Share [4.41%]
General Growth Properties, Inc. [4.28%]
Public Storage Common Stock [4.15%]
Boston Properties, Inc. Common [4.02%]
Host Hotels & Resorts, Inc. Com [3.11%]
Digital Realty Trust, Inc. Comm [2.84%]

Dec 30, 2015
Simon Property Group, Inc. Comm [8.62%]
Equity Residential Common Share [6.24%]
Welltower Inc. Common Stock [6.22%]
AvalonBay Communities, Inc. Com [5.62%]
Public Storage Common Stock [4.64%]
Equinix, Inc. [4.3%]
ProLogis, Inc. Common Stock [3.96%]
Boston Properties, Inc. Common [3.62%]
Essex Property Trust, Inc. Comm [3.43%]
Realty Income Corporation Commo [2.92%]

Sep 29, 2015
Simon Property Group, Inc. Comm [7.85%]
AvalonBay Communities, Inc. Com [5.49%]
Public Storage Common Stock [5.01%]
Equity Residential Common Share [4.59%]
Welltower Inc. Common Stock [4.2%]
Essex Property Trust, Inc. Comm [3.97%]
Ventas, Inc. Common Stock [3.73%]
Boston Properties, Inc. Common [3.07%]
Realty Income Corporation Commo [2.91%]
UDR, Inc. Common Stock [2.87%]
Click here for Stock Holding Change Map in American Century Real Estate R Fund (AREWX)

  

Latest News on American Century Real Estate R (AREWX) Fund

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American Century Real Estate R Fund (AREWX) Related ResourcesSee more information on American Century Real Estate R (AREWX) Fund

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