- What are the top holdings of VGSRX?
- A machine-readable holdings disclosure for Vert Global Sustainable Real Estate Fund - Institutional Shares (VGSRX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does VGSRX invest in?
- Vert Global Sustainable Real Estate Fund - Institutional Shares (VGSRX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is VGSRX most exposed to?
- VGSRX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is VGSRX a US-only fund?
- The country allocation card on this page shows VGSRX'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 VGSRX invest in?
- This fund aims to offer investors access to a diverse array of real estate companies that adhere to sustainable practices. Under typical market conditions, a minimum of 80% of its net assets will be allocated to businesses primarily operating within the real estate sector that also meet the Advisor's specific environmental, social, and governance (ESG) criteria. The investment strategy involves acquiring securities of both domestic (U.S.) and international firms, with a distinct emphasis on Real Estate Investment Trusts (REITs) or other entities the Advisor considers comparable, whether due to their tax treatment or their required operational structure.
