NAA Risk Managed Real Estate Fund Institutional Class (GURIX)
NAA Risk Managed Real Estate Fund Institutional Class operates in the Asset Management industry of the Financial Services sector, headquartered in Rockville, MD, US. The stock last traded at $35.24, up 0.51% on the session, giving a market capitalisation of $180.5M. Its beta of 0.88 implies it has historically moved less than the broad market.
The fund's objective is to achieve an overall total return, consisting of both growth in its capital value and consistent income generation. It typically commits a minimum of 80% of its assets – calculated as net assets plus any capital borrowed for investment purposes – to: (i) stock investments, both long and short positions, in companies primarily operating within the real estate sector, notably Real Estate Investment Trusts (REITs); and (ii) equity-related instruments, including individual shares, Exchange-Traded Funds (ETFs), and derivatives, all providing access to firms within the real estate industry.
NAA Risk Managed Real Estate Fund Institutional Class is most often compared with the following Financial Services names: