The investment seeks to provide a high level of income and moderate long-term capital appreciation by tracking the performance of the MSCI US Investable Market Real Estate 25/50 Transition Index that measures the performance of publicly traded equity REITs and other real estate-related investments. The advisor attempts to replicate the index by investing all, or substantially all, of its assets-either directly or indirectly through a wholly owned subsidiary, which is itself a registered investment company-in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.
Fund filings (PDF) »
Walter Nejman (Started: May 25, 2016)
Gerard O’Reilly (Started: May 13, 1996)
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Vanguard, 100 Vanguard Boulevard, Malvern, PA 19355, USA