About TRREX
T. Rowe Price Real Estate Fund, Inc. is an actively managed open-end mutual fund that primarily invests in equity securities of real estate investment trusts (REITs) and companies involved in the real estate sector. The fund's chief objective is to deliver long-term growth by combining capital appreciation with current income, making it particularly relevant for investors seeking exposure to the performance of the real estate market. It allocates at least 80% of its assets to companies that own, operate, or finance income-generating real estate, spanning diverse segments such as apartments, industrial properties, infrastructure, health care, data centers, self-storage, shopping centers, and office buildings. The fund benchmarks its performance against the FTSE Nareit All Equity REITs Index and is managed with a moderate expense ratio, maintaining a competitive position among similar funds. The T. Rowe Price Real Estate Fund plays a notable role in the financial market by offering diversification away from traditional equity and fixed income investments and providing access to a sector sensitive to economic trends, inflation, and interest rates.
Fund Family T. Rowe Price
Category Real Estate
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol TRREX
Index FTSE NAREIT All Equity REITS TR
TRREX had a total return of 7.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.21%.
