Real Estate Investment Trust

Objective

The strategy seeks to provide income and capital growth by investing in publicly traded securities of real estate companies.

What is the Real Estate Investment Trust Strategy?
• Actively managed, diversified portfolio of Real Estate Investment Trust (REIT) securities.

• Employs a fundamental approach to select REITs that are at or under their fair value demonstrating a strong balance sheet and positive dividend growth.

Category

Specialty

Ticker

REIT

Inception

03/31/2009