Terra Firma US Concentrated Realty Equity Fund Open Shares (TFREX) Research
Ordinarily, the fund allocates a minimum of 80% of its capital to equity securities of U.S. real estate companies, which include common, convertible, and preferred stocks. It also invests in derivative instruments whose economic profiles are similar to direct holdings in these U.S. Realty Companies. Examples of such synthetic investments include warrants, rights, options, and shares of exchange-traded funds (ETFs). The fund operates as a non-diversified entity.
Market snapshot
- Symbol
- TFREX
- Price
- $15.70
- Day change
- -0.02%
- Market cap
- $17.4M
- 52-week range
- 14.62-18.22
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Beacon Zebra Small Cap Equity Fd Investor Class (AZSPX)
- AXS Multi-Strategy Alternatives Fund - Investor Class (KCMTX)
- Tortoise MLP & Energy Infrastructure Fund Class Institutional (MLPPX)
- Manning & Napier Target 2060 Series Class I (MTKIX)
- Manning & Napier Target 2055 Series Class I (MTZIX)
- West Loop Realty Fund Class C Shares (REICX)
- TCW Emerging Markets Multi-Asset Opportunities Fd Cl N (TGMEX)
- TorrayResolute Small/Mid Cap Growth Fund Investor Class (TRSDX)
Open Terra Firma US Concentrated Realty Equity Fund Open Shares (TFREX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.