About REAIX
American Century Real Estate Fund I Class is a mutual fund designed to deliver a high total investment return by blending capital appreciation with current income. The fund primarily invests in equity securities of companies within the real estate sector, such as real estate investment trusts (REITs) and firms whose principal activities involve real estate operations like ownership, construction, management, or financing. This focused investment approach means the fund may be more volatile compared to diversified funds, as it often holds concentrated positions in a limited number of securities, amplifying the impact of price changes in any single holding. The fund is classified as nondiversified, which increases its exposure to sector-specific risks, including interest rate fluctuations, credit risk, and broader economic conditions. The American Century Real Estate Fund I Class serves institutional investors seeking an allocation to the U.S. real estate market, aiming to capture both income from property-related assets and the potential for property value appreciation. Its performance is typically benchmarked against indexes like the FTSE NAREIT All Equity REITs Index, which tracks the performance of U.S. equity REITs with a significant portion of assets invested in qualified real estate holdings.
Fund Family American Century Investments
Category Real Estate
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol REAIX
Share Class I Class
Index FTSE NAREIT All Equity REITS TR
REAIX had a total return of 3.66% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.77%.
