About AREDX
American Century Real Estate Fund R6 Class is a mutual fund specializing in the real estate sector. Its primary objective is to achieve a high total investment return by combining capital appreciation with current income. The fund allocates at least 80% of its net assets to equity securities issued by real estate investment trusts (REITs) and other companies engaged in the real estate industry, making it an effective vehicle for investors seeking diversified exposure to property-related companies. With holdings in approximately 40 companies, its portfolio typically concentrates on large, well-established real estate firms, such as Equinix, Welltower, Prologis, and Digital Realty Trust, spanning various sub-sectors like commercial, residential, industrial, and specialized REITs. The fund is notable for its relatively low expense ratio and efficient cost structure, helping it maintain a competitive position within its category. As an R6 share class, it is primarily offered through employer-sponsored retirement plans, reflecting a focus on institutional investors. Its combination of growth and income-oriented investments supports its role as a tool for diversification and income stability within broader equity or retirement portfolios, while maintaining sensitivity to trends in the real estate market.
Fund Family American Century Investments
Category Real Estate
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol AREDX
Share Class R6 Class
Index FTSE NAREIT All Equity REITS TR
AREDX had a total return of 14.59% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.02%.
