West Loop Realty Fund Class C Shares (REICX) Research

This investment fund aims to generate current income and foster long-term growth for its capital. To achieve these objectives, the fund dedicates a minimum of 80% of its total assets (including any funds acquired through borrowing) to income-producing equity instruments. These instruments encompass common and preferred stocks, convertible securities, rights, and warrants, all issued by publicly traded companies operating within the real estate sector, particularly Real Estate Investment Trusts (REITs). Furthermore, up to 20% of its total assets (again, including borrowed capital) may be invested in securities from foreign issuers, provided these international holdings meet the same investment criteria as their domestic counterparts. The fund is classified as non-diversified.

Market snapshot

Symbol
REICX
Price
$8.53
Day change
0.00%
Market cap
$19.0M
P/E ratio
9.58x
52-week range
8.53-15.16
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Beacon Zebra Small Cap Equity Fd Investor Class (AZSPX)
  • Brown Advisory Equity Income Fd Adv Shs (BADAX)
  • Gotham Total Return Fund Investor Class (GTRNX)
  • Janus Henderson Emerging Markets Fund - N Shares (HEMRX)
  • Janus Henderson Emerging Markets Fund - T Shares (HEMTX)
  • Tortoise MLP & Energy Infrastructure Fund Class Institutional (MLPPX)
  • State Street Dynamic Small Cap Fund Class I (SSSJX)
  • State Street Dynamic Small Cap Fund Class N (SVSCX)

Open West Loop Realty Fund Class C Shares (REICX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.