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Mutual Fund Insights: First American Real Estate Secs Y Fund (FARCX)

In-depth Analysis of First American Real Estate Secs Y Fund (FARCX)

Mutual fund chart: First American Real Estate Secs Y Fund (FARCX)

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See First American Real Estate Secs Y Fund (FARCX) performance details as of January 31, 2010

  

    Last Trade: $15.77 on 3/16/2010, Change: +0.35 (2.27%)

  

Fund Manager - John G. Wenker

Fund Manager Tenure: 10.5 years
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Wenker is Head of Real Estate with FAF Advisors. Wenker joined FAF Advisors in 1992 as a managing director of the Fixed Income department. He is a member of FAF Advisors? Operating Committee, the Asset Allocation Committee, and the Investment Strategy Committee. As an FAF Advisors spokesperson on real estate issues, Wenker has appeared on CNBC TV?s "Squawk Box" has been quoted in publications such as BusinessWeek and The Wall Street Journal.  Get more insights on John G. Wenker

  

What we like about First American Real Estate Secs Y Fund (FARCX) What we like about First American Real Estate Secs Y Fund (FARCX)

Data for First American Real Estate Secs Y Fund (FARCX) as of January 31, 2010

  • First American Real Estate Secs Y Fund (FARCX) management has been with First American Real Estate Secs Y Fund for 10.5 years
  • First American Real Estate Secs Y Fund (FARCX) has good short-term performance (1-year return 48.00% vs 47.97% Real Estate category average)
  • First American Real Estate Secs Y Fund (FARCX) has good mid-term performance (3-year return -14.20% vs -17.09% Real Estate category average)
  • First American Real Estate Secs Y Fund (FARCX) has good Long-term performance (5-year return 3.63% vs -0.30% Real Estate category average)
  • First American Real Estate Secs Y Fund (FARCX) has a Morningstar rating of 4 and above
  • First American Real Estate Secs Y Fund (FARCX) has an annual stock turnover rate of 117.00% vs Real Estate average of 119.83%. It is good that First American Real Estate Secs Y management does not trade extensively for its return.
  • First American Real Estate Secs Y Fund (FARCX) is less volatile than its peers as it has a 3-year Standard Deviation of 37.01, lower than category average of 38.72
  • First American Real Estate Secs Y Fund (FARCX) has a lower management fee than its Real Estate average: 1.00% vs 1.47%
  • First American Real Estate Secs Y Fund (FARCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about First American Real Estate Secs Y Fund (FARCX) What we are cautious about First American Real Estate Secs Y Fund (FARCX)

Data for First American Real Estate Secs Y Fund (FARCX) as of January 31, 2010

  • First American Real Estate Secs Y Fund is a focused fund with 43.66% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • First American Real Estate Secs Y Fund (FARCX) ratio of up-years vs down years can be improved
See First American Real Estate Secs Y Fund (FARCX) performance details as of January 31, 2010

  

  

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Below are some additional Real Estate mutual funds generated out of our database

  

First American Real Estate Secs Y Fund (FARCX) Net Asset

Track net asset change of First American Real Estate Secs Y fund (FARCX)

DateNet Asset
01/2010$770.98M
11/2009$723.04M
10/2009$655.06M
More historic net asset information on First American Real Estate Secs Y Fund (FARCX)

  

First American Real Estate Secs Y Fund (FARCX) Portfolio Allocation

Track portfolio allocation change of First American Real Estate Secs Y fund (FARCX)

DateCashStockBondOther
09/20090.37%99.33%0%0.3%
06/20091.4%98.01%0%0.59%
03/20090%99.32%0%0.68%
Click here to see more historic asset allocation information on First American Real Estate Secs Y Fund (FARCX)

  

Most Recent Top 10 Holdings in First American Real Estate Secs Y Fund (FARCX)

Discover what First American Real Estate Secs Y Fund (FARCX) manager is buying

30-Sep-09
SIMON PPTY GRP INC [9.93%]
PUBLIC STG [5.29%]
VORNADO REALTY TRUST [4.75%]
BOSTON PPTYS INC [4.4%]
VENTAS INC [3.3%]
HOST HOTELS & RESORT [3.28%]
HCP, INC. [3.07%]
AVALONBAY CMTYS [2.9%]
EQUITY RESIDENTAL [2.62%]
FEDERAL RLTY INV TR [2.61%]

30-Jun-09
SIMON PPTY GRP INC [9.04%]
PUBLIC STG [6.11%]
VORNADO REALTY TRUST [4.87%]
VENTAS INC [4.37%]
BOSTON PPTYS INC [4.19%]
HCP, INC. [3.83%]
HOST HOTELS & RESORT [3.21%]
FEDERAL RLTY INV TR [3.1%]
EQUITY RESIDENTAL [2.91%]
ESSEX PRTY TR INC [2.81%]

31-Mar-09
PUBLIC STG [8.26%]
SIMON PPTY GRP INC [6.9%]
EQUITY RESIDENTAL [5.12%]
HCP, INC. [4.64%]
VORNADO REALTY TRUST [4.16%]
ESSEX PRTY TR INC [4.11%]
VENTAS INC [4.07%]
BOSTON PPTYS INC [3.92%]
FEDERAL RLTY INV TR [3.86%]
PS BUSINESS PARKS [3%]
Click here for Stock Holding Change Map in First American Real Estate Secs Y Fund (FARCX)

  

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Latest News on First American Real Estate Secs Y (FARCX)

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