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2.  Specific REIT Fund Questions

  From the following link on the NAREIT website, Select a REIT Index fund (either Fidelity FSRVX or Vanguard VGSLX) and one non-index REIT fund, and answer the following questions:

https://www.reit.com/investing/investing-reits/list-reit-funds  (select Mutual Funds)

Annual Return:

                                                                        1 year return       5 year return       10 year return    Expense ratio

S & P 500 Index Fund (for comparison): 

Vanguard 500 Index Admiral        10.38%                   10.68%                   14.87%                   0.04%

 

 

Your REIT Index fund (Be sure you select a true REIT Index fund.)

Fund                                                             1 year return       5 year return       10 year return    Expense ratio

 

 

 

Your REIT non-index fund (Be sure you select a REIT fund and not a typical stock or bond mutual fund.  See the link above.)

Fund                                                             1 year return       5 year return       10 year return    Expense ratio

 

 

Risk:

Using standard deviation (volatility) or the best indicator you can find, compare the risk of the REIT funds to the S & P Index:

S & P 500 Index volatility 

(for comparison)                                   12.73% annualized, 7/20/2019, 10 year std. dev. (Past volatility)

                                                                        14.45% VIX index from the CBOE, 7/19/2019 (An expected, forward-                                                                                  looking  volatility index)    

 

 

Your REIT Index fund        

 

 

 

Your REIT non-index fund

 

Underlying composition:

For your non-index fund, list the ten major component REITs and their percentages of the fund:

 

 

 

 

 

Select one of these ten REITs and describe its assets in a paragraph.