The investment seeks to maximize total return. The fund normally invests at least 80% of net assets in equity securities of companies operating in the real estate industry, including: companies qualifying under federal tax law as real estate investment trusts (REITs); and companies that derive at least half of their assets or revenues from the ownership, construction, management, development or sale of residential or commercial real estate (such as real estate operating or service companies, homebuilders, lodging providers, and developers). It expects to be invested predominantly in equity securities, primarily common stocks. The fund is non-diversified.
Fund filings (PDF) »
Jack Foster (Started: Feb 29, 2008)
Wilson Magee (Started: Aug 31, 2010)
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