Northern Global Real Estate Index (ngrex)
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Asset Allocation (% of Port)
Geographic Allocation (% of Port)
Australia + Pacific Islands
Fund Management Survey
Fund Management Team
Fund Description Update
Northern Global Real Estate Index (NGREX) Description: NGREX is a mutual fund, which is an investment that owns a basket of assets. The NGREX mutual fund was provided by Northern and this investment vehicle derives the majority of its value from equity holdings (stocks). Northerns mutual fund has a medium management tenure and is in the large fund size classification. NGREXs minimum initial investment amount is $2500 while the IRA minimum is $500. NGREXs expense ratio is roughly 1%. The latest NGREXs front end load was 0% and the back end load was 0%. The Northern Global Real Estate Index (NGREX) mutual fund falls under the global real estate category. NGREX focuses its investments in EU and USAA and NGREX is focused on the financial industry or fund sector. The Northern Global Real Estate Index (NGREX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NGREXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NGREXs research report features technical analysis and long term investment potential.
This investment vehicle seeks to provide investment results approximating the overall performance of the securities included in the FTSE(R) EPRA(R)/NAREIT(R) Global Real Estate index. The fund invests substantially all (and at least 80%) of net assets in equity securities (see equity research) included in the FTSE EPRA/NAREIT index, in weightings that approximate the relative composition of the securities contained in the index. The proportions of assets allocated to each country will approximate and vary with the relative country weights in the FTSE/EPRA/NAREIT index.