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Aston/fortis Real Estate Fd Cl N: (MF: ARFCX)
(MF) As of Aug 29, 2014 06:05 PM ET
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Zacks MF Rank : 4 - Sell
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
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5 Strong Sell
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General Information as of Jul 31, 2014
%Unrealized Gain YTD
Net Assets (Mil $) 7/31/2014
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 7/31/2014
% of Portfolio
Top Equity Holdings
(As of 4/30/2014) % of Portfolio
SIMON PROPERTY GROUP INC
CROWN CASTLE INTL CORP
BOSTON PROPERTIES INC
LIBERTY PROPERTY TRUST
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Aston/fortis Real Estate Fd Cl N ARFCX
%Max Sales Load
%Min Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in December 1997 and is managed by ABN AMRO Asset Management. The fund seeks total return through a combination of growth and income. The fund invests at least 80% of its assets in real estate investment trusts (REITs) and common stocks and other equity securities of U.S. and foreign companies principally engaged in the real estate sector. The fund manager does not invest in real estate directly. In selecting securities for the fund, the portfolio manager analyzes long-term trends in property types and geographic regions. The fund offers dividends and capital gains, if any, at different interval.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
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