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FREAX Nuveen Real Estate Securities A

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Fund FREAX Nuveen Real Estate Securities A MNREX Manning & Napier Real Estate S  
100% 93%
Annual Fees
(1.30% Exp. Ratio)
(1.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$34,584.13 $36,861.11
Est. savings over 30 yrs +$2,276.97
As of 9/30/16
1 YR RETURN 18.23%
3 YR 13.67%
5 YR 15.23%
10 YR 6.91%
1 YR RETURN 20.45%
3 YR 14.28%
5 YR 16.40%
10 YR --
The investment seeks to provide above average current income and long-term capital appreciation. The fund normally invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in income-producing common stocks of publicly traded companies engaged in the real estate industry. The advisor expects to emphasize investments in equity REITs, although it may invest in all three kinds of REITs. It may invest up to 15% of its total assets in non-dollar denominated equity securities of non-U.S. issuers. Up to 15% of the fund's total assets may be invested in equity securities of emerging market issuers.
The investment seeks to provide high current income and long-term capital appreciation by investing principally in companies in the real estate industry. The fund will invest, under normal circumstances, at least 80% of its net assets in securities of companies that are principally engaged in the real estate industry. These companies include those directly engaged in the real estate industry as well as in industries serving and/or related to the real estate industry. The fund's investment in debt securities is subject to a limit of 20% of the series' assets (measured at the time of purchase).

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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