About FREGX
Nuveen Real Estate Securities Fund Class R6 is an actively managed open-end mutual fund focusing on income-producing equities within the real estate sector. Its primary objective is to deliver above-average current income and long-term capital appreciation by investing predominantly in common stocks of publicly traded companies engaged in the real estate industry, such as real estate investment trusts (REITs) and other real estate operating companies. The fund typically maintains a diversified portfolio across commercial real estate segments, with notable holdings in sectors like industrial, healthcare, retail, infrastructure, and residential real estate. Top holdings often include major REITs such as Prologis, Welltower, Equinix, and American Tower.
Managed by Nuveen’s experienced real estate investment team, the fund utilizes a research-driven, relative value investment process. It is designed to provide institutional investors and retirement plans with broad exposure to the U.S. commercial real estate market without direct property ownership. The fund distinguishes itself through a rigorous selection process, strong risk management, and a competitive expense ratio among its peers. By focusing on listed real estate securities, the fund plays a key role in offering liquidity, diversification, and the potential for both income and capital growth within the broader financial market landscape.
Fund Family Nuveen
Category Real Estate
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol FREGX
Share Class Class R6
Index MSCI US REIT TR
FREGX had a total return of 10.72% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.73%.
