Nuveen Real Estate Securities Fund
Shareclass
Nuveen Real Estate Securities I (FARCX)
Type
Open-end mutual fund
Manager
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Nuveen Real Estate Securities Fund FARCX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Marriott International Inc Class A0.84% of assets$7.3M invested
- 2. Welltower Inc8.63% of assets$74.83M invested
- 3. Jones Lang LaSalle Inc0.59% of assets$5.14M invested
- 4. NNN REIT Inc0.92% of assets$7.99M invested
- 5. VICI Properties Inc Ordinary Shares0.8% of assets$6.91M invested
- 6. Omega Healthcare Investors Inc0.58% of assets$4.99M invested
- 7. Sabra Health Care REIT Inc0.47% of assets$4.06M invested
- 8. American Tower Corp2.65% of assets$22.97M invested
- 9. Ventas Inc4.04% of assets$35.05M invested
- 10. AvalonBay Communities Inc1.77% of assets$15.31M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Lamar Advertising Co Class A0.57% of assets$4.92M invested
- 2. Stag Industrial Inc0.23% of assets$2M invested
- 3. COPT Defense Properties1.45% of assets$12.61M invested
- 4. Urban Edge Properties0.74% of assets$6.41M invested
- 5. Highwoods Properties Inc0.55% of assets$4.77M invested
- 6. Acadia Realty Trust0.6% of assets$5.19M invested
- 7. CubeSmart0.32% of assets$2.78M invested
- 8. UDR Inc1.25% of assets$10.86M invested
- 9. Lineage Inc REIT0.88% of assets$7.67M invested
- 10. Terreno Realty Corp0.81% of assets$7.04M invested
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Financial performance
Performance data provided by
Find more financial data on FARCX at Morningstar.com
Find more financial data on FARCX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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