Examples of REIT Index in a sentence
Investment Risks Because the REIT Index Portfolio invests entirely in the Vanguard Real Estate Index Fund, the Portfolio is subject to industry concentration risk, interest rate risk, stock market risk, investment style risk, and asset concentration risk.
The Real Estate Investment Trust (REIT) Index Portfolio Investment Objective The Real Estate Investment Trust (REIT) Index Portfolio seeks to provide a high level of income and moderate long-term capital appreciation by tracking the performance of a Benchmark index that measures the performance of publicly traded Equity REITs and other real estate-related investments.
From July 1, 2013: 17% Xxxxxxx 1000 Index, 6% Xxxxxxx Xxxxxx Index, 8% Xxxxxxx 2000 Index, 7% MSCI AC World ex US Index, 9% MSCI EAFE Index, 38% Barclays Aggregate Index, 4% DJ Wilshire REIT Index, 10% HFRI Fund of Funds Market Defensive Index, 1% Citigroup 3 Month T-Bill Index Returns are gross-of-fees unless otherwise noted.
Investment Strategy The REIT Index Portfolio invests entirely in the Vanguard Real Estate Index Fund (the “Real Estate Index Fund”), which employs an indexing investment approach designed to track the performance of the MSCI US Investable Market 25/50 Index, an index made up of stocks of large, mid-size, and small U.S. companies within the real estate sector, as classified under the Global Industry Classification Standard (GICS).
Stock ETFs Vanguard REIT ETF Shares (VNQ or the “REIT Fund”) Investment Manager Vanguard Investment Objective The REIT Fund seeks to provide a high level of income and moderate long-term capital appreciation by tracking the performance of a benchmark index that measures the performance of publicly traded equity REITs. Principal Investment Strategies The REIT Fund employs an indexing investment approach designed to track the performance of the MSCI US REIT Index.
Total returns1 for period ended in September 30, 2017 Year to date 1 Year 3 Year 5 Year 10 Year Since Inception 09/23/2004 Net asset value (NAV) return2 3.51% 0.43% 9.54% 9.48% 6.02% 8.95% Market price return3 3.47% 0.49% 9.54% 9.49% 6.04% 8.95% REIT Spliced Index* 3.61% 0.54% 9.67% 9.58% 6.00% 8.93% * MSCI US REIT Index adjusted to include a 2% cash position (Lipper Money Market Average) through April 30, 2009; MSCI US REIT Index thereafter.
From July 1, 2013 to June 30, 2015: 17% Xxxxxxx 1000 Index, 6% Xxxxxxx Xxxxxx Index, 8% Xxxxxxx 2000 Index, 7% MSCI AC World US Index, 9% MSCI EAFE Index, 38% Barclays Aggregate Index, 4% DJ Wilshire REIT Index, 10% HFRI FOF Market Defensive Index, 1% Citigroup 3 Month T-Bill Index.
Physicians Realty Trust common shares are listed on the NYSE and Physicians Realty Trust is included in the MSCI US REIT Index and S&P MidCap 400.
The decline in GDP (-.2% for 1Q), combined with the increase in interest rates, put pressure on REIT returns which declined by -9.93% as measured by the Wilshire REIT Index return.
From July 1, 2015: 17% Xxxxxxx 1000 Index, 6% Xxxxxxx Xxxxxx Index, 8% Xxxxxxx 2000 Index, 7% MSCI AC World Index, 9% MSCI EAFE Index, 38% Barclays Aggregate Index, 4% DJ Wilshire REIT Index, 10% Wilshire Liquid Alternative Index, 1% Citigroup 3 Month T-Bill Index ** Dynamic Alternatives Index represents the HFRI FOF Market Defensive Index from 07/01/2013 until 06/30/2015, and then the W ilshire Liquid Alternatives Index from 07/01/2015 forwards.