T. Rowe Price Global Real Estate Fund (TRGRX)
Ticker Symbol:
Fund Status:
Open to new Retail investors  /  Open to subsequent Retail investments
Fund Objective
Quick Stats
Fiscal Year End  December
Morningstar Category  Global Real Estate
Inception Date 10/27/2008
Tax ID 26-3250582
Investment Objective
The fund seeks to provide long-term capital growth from appreciation and current income.
The fund primarily invests in stocks of real estate companies throughout the world, providing exposure in at least five different countries, including the United States.
Investor Profile
This fund may be a good choice if you are comfortable with a concentrated investment in real estate and want to tap the international markets. Due to the fundís focus on real estate, it has a high risk profile and may be appropriate for investors with a long-term horizon. It is appropriate for both regular and retirement accounts.
Risk/Reward Potential*
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As you would expect, the risks of the fundís concentrated investment strategy are substantially greater than those of a more diversified approach. Changes in tax or zoning laws, overbuilding, environmental issues, changes in interest rates, the quality of property management in the case of REITs, and other factors could hurt the fund. Real estate is also affected by general economic conditions. When growth is slowing, demand for property decreases and prices may decline. Rising interest rates, which drive up mortgage and financing costs, can restrain construction and buying and selling activity, and may reduce the appeal of real estate investments. Also, since the fund can invest substantially in foreign securities, it will also be subject to the risks inherent in non-U.S. issues.
* Funds are placed in general risk/return categories based on their 10-year standard deviation (as of December 2015) or, for newer funds, the standard deviation of the types of securities in which they invest. There is no assurance past trends will continue.
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