- What are the top holdings of GURIX?
- NAA Risk Managed Real Estate Fund Institutional Class holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does GURIX have?
- GURIX holds — positions as reported by the fund's most recent disclosure.
- What sectors does GURIX invest in?
- NAA Risk Managed Real Estate Fund Institutional Class (GURIX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is GURIX most exposed to?
- GURIX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is GURIX a US-only fund?
- The country allocation card on this page shows GURIX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does GURIX invest in?
- The fund's objective is to achieve an overall total return, consisting of both growth in its capital value and consistent income generation. It typically commits a minimum of 80% of its assets – calculated as net assets plus any capital borrowed for investment purposes – to: (i) stock investments, both long and short positions, in companies primarily operating within the real estate sector, notably Real Estate Investment Trusts (REITs); and (ii) equity-related instruments, including individual shares, Exchange-Traded Funds (ETFs), and derivatives, all providing access to firms within the real estate industry.
