About RREYX
Russell Investments Global Real Estate Securities Fund Class Y is an institutional mutual fund focused on providing investors with both current income and long-term capital growth. The fund primarily invests at least 80% of its assets in a diversified portfolio of equity securities issued by property-related companies worldwide, including real estate investment trusts (REITs). This global orientation allows exposure to a broad range of commercial, residential, health care, and industrial real estate markets, with key holdings often in sectors like apartments, diversified real estate, health care facilities, and self-storage companies.
The fund is actively managed and seeks to outperform the FTSE EPRA/NAREIT Developed Real Estate Index, balancing value, growth, and market-oriented strategies through input from a team of experienced real asset professionals. Notable characteristics include a mid-blend investment style, average distribution fee levels, and a competitive expense ratio for its category. With a minimum initial investment targeted at institutional investors, the fund offers a moderate yield and maintains a relatively high turnover rate, supporting its active, global approach in the real estate sector.
Fund Family Russell
Category Global Real Estate
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol RREYX
Share Class Class Y
Index FTSE EPRA Nareit Developed NR USD
RREYX had a total return of 6.87% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.34%.
