- What does FARCX invest in?
- The Nuveen Real Estate Securities Fund Class I aims to achieve both substantial current income and long-term capital appreciation. Its primary investment approach involves committing at least 80% of its combined net assets and any borrowed capital for investment purposes to dividend-paying common stocks of publicly listed companies operating in the real estate industry. While the fund's management anticipates a predominant focus on equity Real Estate Investment Trusts (REITs), it retains the flexibility to allocate capital across all three types of REITs. Up to 15% of the fund's entire portfolio may be invested in equity securities issued by non-U.S. companies and denominated in currencies other than the U.S. dollar. Furthermore, a similar allocation of up to 15% is permitted for equity investments in issuers from emerging market economies.
- What is the expense ratio of FARCX?
- Nuveen Real Estate Securities Fund Class I (FARCX) charges an expense ratio of 0.93%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is FARCX?
- Nuveen Real Estate Securities Fund Class I (FARCX) manages $775.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is FARCX actively managed or an index fund?
- FARCX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was FARCX launched?
- Nuveen Real Estate Securities Fund Class I (FARCX) launched in June 1995 and is managed by Nuveen.
- How has FARCX performed?
- FARCX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
