An actively managed portfolio using fundamental financial analyses and qualitative criteria to identify socially and environmentally progressive real estate management companies.
The portfolio management team tracks real estate supply and demand across the United States by separating the country into eight geographic regions and then further into major metropolitan markets within those regions
Within each region they compile a profile of supply and demand factors
Progressive analysis is completed to evaluate each investment candidate against a variety of social and environmental criteria
*Data refers to the Fund’s holdings and not to the Fund itself.
Price/Book Ratio and Price/Earnings represent equity securities
within the Fund’s portfolio, and are not intended to demonstrate
Fund growth income earned by the Fund, or distributions made
by the Fund.
EPS Growth Rate – 5 Year is an estimate of the Fund’s annual percentage growth rate of earnings per share over the next five-year period.
Beta is a measure of risk which shows the Fund's volatility relative to its benchmark index.
R-Squared reflects the percentage of a Fund’s movements that
are explained by movement in its benchmark index.
REIT funds will be
subject to a higher degree of market risk because of concentration
in a specific industry sector or geographic sector. Risks also include
declines in the value of real estate, general and economic conditions.
