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This fund seeks to offer comprehensive exposure to the global real estate securities market. Its investment strategy prioritizes companies that own and operate properties, generating consistent rental income. A substantial portion, specifically a minimum of 80% of its assets, is committed to equity securities. These holdings include common and preferred shares, alongside other equity instruments, issued by real estate enterprises. The fund invests in both U.S. and international firms of any market capitalization, provided they are primarily engaged in the real estate industry. This…
Is VGISX's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
The October reading of the Consumer Price Index (CPI) showed encouraging signs that inflation may finally be easing, but some market observers believe it's still appropriate for investors to consider asset classes with inflation-fighting reputations.
Real estate equities and the related funds are slumping this year against the backdrop of five interest rate hikes by the Federal Reserve. Those are the breaks for rate-sensitive asset classes.
With bonds letting investors down in a big way this year, income from alternative asset classes like REITs is taking on added importance. One of the primary sources of income in the alts space is real estate.
Rising interest rates are pinching publicly traded real estate investment trusts (REITs) this year, but there's evidence confirming that the real estate sector's overall fundamentals remain stout. That favorable fundamental outlook could open the door to opportunity with assets such as the Virtus Duff & Phelps Global Real Estate Securities (VGISX).
With inflation having been a thorn in the side of investors for more than a year now, it's an appropriate time to evaluate the performances of various asset classes with inflation-fighting reputations. This year, Treasury inflation-protected securities and I bonds are doing their jobs while gold is disappointing in terms of pure performance.