Fund of the Week: Voya Real Estate (CLARX)

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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.

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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

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Read Next

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