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T. Rowe Price Real Estate

TRREX
28.01
+0.16
+0.57%
12/6/2016
5 Years
  • Previous Close

    27.85

  • Net Assets

    5.47B

  • Yield

    2.31%

  • Front load

    None

  • Expenses

    0.76%

  • Category

    Real Estate

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

T. Rowe Price

Fund Style

Open

Fund Manager

David Lee

Investment Style

Medium Blend

The investment seeks long-term growth through a combination of capital appreciation and current income. The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in the equity securities of real estate companies. It is likely to maintain a significant portion of assets in real estate investment trusts (REITs). REITs pool money to invest in properties (equity REITs) or mortgages (mortgage REITs). The fund generally invests in equity REITs.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA 1,000
Initial Purchase: AIP 2,500

Inception

10/31/1997

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