MF · holdings as filed 2026-04-30

What's inside AREDX?

Real Estate Fund
Holdings
40
positions in the fund
Top 10
57%
of fund assets
Expense ratio
0.81%
net, per year
Fund size
$533M
total net assets
Top 15 holdings
1
WELLWELLTOWER INC
11.53%
2
PLDPROLOGIS INC
9.95%
3
EQIXEQUINIX INC
7.97%
4
DLRDIGITAL REALTY TRUST INC
6.45%
5
AMTAMERICAN TOWER CORP
4.69%
6
VTRVENTAS INC
4.05%
7
SPGSIMON PROPERTY GROUP INC
3.43%
8
IRMIRON MOUNTAIN INC
3.10%
9
HSTHOST HOTELS & RESORTS INC
2.96%
10
CCICROWN CASTLE INC
2.83%
11
ESSESSEX PROPERTY TRUST INC
2.79%
12
EGPEASTGROUP PROPERTIES INC
2.69%
13
WPCWP CAREY INC
2.42%
14
REGREGENCY CENTERS CORP
2.38%
15
SBACSBA COMMUNICATIONS CORP
2.31%
Sectors
1Financials
98%
2Unclassified
3%
3Real Estate
2%
Geography
1United States
100%
2Unclassified
3%
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Data source: official SEC Form N-PORT filings (as of 2026-04-30); expense ratio from SEC prospectus (risk/return) filings. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.