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Fund of the Week: Voya Real Estate (CLARX)

Shauna O'Brien Jan 28, 2015

In this low interest rate environment, investors have been on a search for yield. This has made investments like real estate investment trusts (REITs) popular among income-focused investors. This week, we have chosen the Voya Real Estate Fund (CLARX) as our fund of the week.

The fund was launched in 2002 and is managed by T. Ritson Ferguson and Joseph P. Smith. Currently, it has about $1.7 billion in assets under management (AUM).

The Voya Real Estate fund focuses primarily on real estate. The fund’s holdings include many big-name real estate investment trusts (REITs)

Historical Performance

2010	2011	2012	2013	2014
27.43%	9.31%	15.31%	1.77%	30.16%

Voya Real Estate Fund’s Largest Holdings

Nearly 30% of the fund’s portfolio is in its top five holdings. Each of these holdings are up in 2015.

Symbol	Stock	Portfolio Weight	2015 Performance
SPG	Simon Property Group	8.24%	+12%
EQR	Equity Residential	5.52%	+12%
HST	Host Hotels & Resorts	4.77%	+1%
HCN	Health Care REIT	4.56%	+10%
PLD	Prologis	4.49%	+10%

The Bottom Line

A fund like the Voya Real Estate fund is a great way for investors to gain exposure to the real estate industry. For more information, check out Beginner’s Guide to Real Estate Funds.