Continue to site >
Trending ETFs
You have successfully subscribed to Advisor Access. Thank you!
Help us personalize your experience.
Which type of investor describes you best?
Help us personalize your experience.
What is your AUM?
Knowing your investable assets will help us build and prioritize features that will suit your investment needs.

Congratulations on personalizing your experience.

Email is verified. Thank you!

Fund of the Week: Voya Real Estate (CLARX)

Shauna O'Brien

|

Business news and graphs
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.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Read Next

Business news and graphs

Fund of the Week: Voya Real Estate (CLARX)

Shauna O'Brien

|

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.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Read Next

Advertisement

×

Wait! Do you know all the important aspects of mutual funds?

×

Free Advisor Access newsletter emailed to you.

Receive free and exclusive email updates for financial advisors about best performers, news, CE accredited webcasts and more.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.