About AREWX
American Century Real Estate Fund R Class is a mutual fund specializing in real estate investment trusts (REITs) and related equities, targeting investors seeking exposure to the dynamic real estate sector. The fund’s primary objective is to achieve high total investment return through a combination of capital appreciation and current income. It achieves this by investing predominantly in companies that own, operate, or finance commercial, residential, and diversified real estate properties, focusing on established names such as Equinix, Welltower, and Prologis, which collectively represent a significant portion of the portfolio. By concentrating on REITs and real estate equities, the fund provides access to the property market’s growth potential and income streams, while also capturing trends in data centers, medical facilities, logistics, and retail spaces. American Century Real Estate Fund R Class is known for its mid-blend investment style, aiming to balance the risk and reward characteristics of real estate investments while remaining aligned with overall sector performance. The fund’s holdings are concentrated in the top companies, reflecting the sector’s reliance on leading operators for stability and growth. As a result, it serves as a key vehicle for investors looking to diversify their holdings by integrating real estate assets, which can offer risk mitigation and yield enhancement within a broader investment strategy.
Fund Family American Century Investments
Category Real Estate
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol AREWX
Share Class R Class
Index FTSE NAREIT All Equity REITS TR
AREWX had a total return of 6.43% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.46%.
