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Fund Intelligence | Best Managers | MRESX Insights | MRESX Score | MRESX Performance | MRESX Manager | MRESX News | MRESX Allocation | MRESX Holdings Change

Mutual Fund Insights: Managers Real Estate Securities Fund (MRESX)

In-depth Analysis of Managers Real Estate Securities Fund (MRESX)

Mutual fund chart: Managers Real Estate Securities Fund (MRESX)

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1 year
3 year
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See Managers Real Estate Securities Fund (MRESX) performance details as of February 28, 2010

  

    Last Trade: $7.10 on 3/19/2010, Change: -0.07 (-0.98%)

  

Fund Manager - Eric Rothman

Fund Manager Tenure: 3.2 years
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)

  

What we like about Managers Real Estate Securities Fund (MRESX) What we like about Managers Real Estate Securities Fund (MRESX)

Data for Managers Real Estate Securities Fund (MRESX) as of February 28, 2010

  • Managers Real Estate Securities Fund (MRESX) management has been with Managers Real Estate Securities Fund for 3.2 years
  • Managers Real Estate Securities Fund (MRESX) has good Long-term performance (5-year return 3.40% vs 0.27 % Real Estate category average)
  • Managers Real Estate Securities Fund (MRESX) ratio of up-years vs down years is greater than 2
  • Managers Real Estate Securities Fund (MRESX) has a Morningstar rating of 4 and above
  • Managers Real Estate Securities Fund (MRESX) has an annual stock turnover rate of 107.00% vs Real Estate average of 113.50%. It is good that Managers Real Estate Securities management does not trade extensively for its return.
  • Managers Real Estate Securities Fund (MRESX) has a lower management fee than its Real Estate average: 1.48% vs 1.50%
  • Managers Real Estate Securities Fund (MRESX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Managers Real Estate Securities Fund (MRESX) What we are cautious about Managers Real Estate Securities Fund (MRESX)

Data for Managers Real Estate Securities Fund (MRESX) as of February 28, 2010

  • Managers Real Estate Securities Fund is a focused fund with 50.21% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Managers Real Estate Securities Fund (MRESX) has a less-than-ideal short-term performance (1-year return 102.26% vs 94.97 % Real Estate category average)
  • Managers Real Estate Securities Fund (MRESX) has a less-than-ideal mid-term performance (3-year return -11.89% vs -14.95 % Real Estate category average)
  • Managers Real Estate Securities Fund (MRESX) is more volatile than its peers as it has a 3-year Standard Deviation of 39.09 that is higher than category average of 38.88
See Managers Real Estate Securities Fund (MRESX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Real Estate category?

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

  

Managers Real Estate Securities Fund (MRESX) Net Asset

Track net asset change of Managers Real Estate Securities fund (MRESX)

DateNet Asset
02/2010$17.45M
01/2010$16.53M
11/2009$15.75M
More historic net asset information on Managers Real Estate Securities Fund (MRESX)

  

Managers Real Estate Securities Fund (MRESX) Portfolio Allocation

Track portfolio allocation change of Managers Real Estate Securities fund (MRESX)

DateCashStockBondOther
01/20101.69%98.31%0%0%
10/20090.04%99.96%0%0%
09/20093.01%96.99%0%0%
Click here to see more historic asset allocation information on Managers Real Estate Securities Fund (MRESX)

  

Most Recent Top 10 Holdings in Managers Real Estate Securities Fund (MRESX)

Discover what Managers Real Estate Securities Fund (MRESX) manager is buying

31-Jan-10
Simon Property Group, Inc. Comm [7.63%]
Public Storage Common Stock [6.96%]
Equity Residential Common Share [5.65%]
Boston Properties, Inc. Common [5.51%]
ProLogis Share of Beneficial In [5.11%]
Vornado Realty Trust Common Sto [4.98%]
Kimco Realty Corporation Common [3.85%]
Essex Property Trust, Inc. Comm [3.75%]
Ventas, Inc. Common Stock [3.43%]
Regency Centers Corporation Com [3.34%]

31-Oct-09
SIMON PPTY GRP INC [7.74%]
PUBLIC STG [6.85%]
BOSTON PPTYS INC [6.03%]
VORNADO REALTY TRUST [5.31%]
EQUITY RESIDENTAL [4.76%]
VENTAS INC [3.73%]
PROLOGIS SBI [3.62%]
ESSEX PRTY TR INC [3.43%]
HCP, INC. [3.27%]
BRANDYWINE REALTY TR [3.24%]

30-Sep-09
SIMON PPTY GRP INC [7.59%]
PUBLIC STG [6.62%]
BOSTON PPTYS INC [6%]
VORNADO REALTY TRUST [5.08%]
EQUITY RESIDENTAL [4.6%]
ESSEX PRTY TR INC [4.01%]
VENTAS INC [3.38%]
BRANDYWINE REALTY TR [3.21%]
KILROY REALTY CP [3.14%]
HCP, INC. [3%]
Click here for Stock Holding Change Map in Managers Real Estate Securities Fund (MRESX)

  

Related books and products to Managers Real Estate Securities Fund (MRESX)

  

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