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  • Prev. Nav 16.66 11/25/09  
    Current Offer 17.68  
    YTD Return
    14.87% 10/31/09  
    52-Wk Low 8.73
    52-Wk High 17.35  
    Range 8.62  
    Total Assets
    679.30 M  
     
  • IARAX is experiencing normal news volume

    Real-Time Headlines: IARAX

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    • 9/28/09

      Real Estate Funds Rally 33% in Three Months

      TheStreet.com
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            • Related Information: IARAX

              Fund Profile: IARAX

              The investment seeks high total return.

              The fund normally invests at least 80% of assets in securities of real estate and real estate-related companies, including real estate investment trusts (REITs). It primarily invests in common stock, and invests up to 10% of its total assets in non-investment grade debt securities. The fund may engage in short sales transactions.

              • Fund Manager:
                Joe V. Rodriguez , since 5/2/95
              • Fund Inception:
                12/31/96
              • Fund Ratings & Risk:
                View Ratings & Risk
              • Composition:
                STOCK (92.61%), BONDS (4.48%), CASH (2.81%), OTHER (0.1%)

              Top Fund Holdings: IARAX

              Name % of Total Fund Assets
              Simon Property Group, Inc (SPG) 9.33 %
              Public Storage (PSA) 4.94 %
              Equity Residential (EQR) 4.58 %
              Boston Properties, Inc (BXP) 4.31 %
              Ventas, Inc (VTR) 4.0 %
              View Holdings