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VRTPX
Mutual Fund ticker: NASDAQ
AS OF
Sep 4 closing price
Price
$22.00
Change
+$0.17 (+0.78%)
Net Assets
9.82B

VRTPX Vanguard Real Estate II Index Forecast, Technical & Fundamental Analysis

The investment seeks to provide a high level of income and moderate long-term capital appreciation by tracking the performance of the MSCI US Investable Market Real Estate 25/50 Index... Show more

Category: #Real Estate
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD), American Tower Corp (NYSE:AMT), Simon Property Group (NYSE:SPG).

Industry description

The investment seeks to provide a high level of income and moderate long-term capital appreciation by tracking the performance of the MSCI US Investable Market Real Estate 25/50 Index. The advisor attempts to track the index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The index is made up of stocks of large, mid-size, and small U.S. companies within the real estate sector, as classified under the GICS. It is non-diversified.

Market Cap

The average market capitalization across the Vanguard Real Estate II Index MF is 68.77B. The market cap for tickers in the group ranges from 37.9B to 112.24B. WELL holds the highest valuation in this group at 112.24B. The lowest valued company is CSGP at 37.9B.

Volume

The average weekly volume growth across all stocks in the Vanguard Real Estate II Index MF was 23%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was -14%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 74
P/E Growth Rating: 49
Price Growth Rating: 51
SMR Rating: 68
Profit Risk Rating: 65
Seasonality Score: -43 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category RealEstate

Profile
Fundamentals
Details
Category
Real Estate
Address
Vanguard Fixed Income Securities FundsPO Box 2600 V26Valley Forge
Phone
800-523-1036
Web
www.vanguard.com
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VRTPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VRTPX has been closely correlated with FSRNX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if VRTPX jumps, then FSRNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VRTPX
1D Price
Change %
VRTPX100%
N/A
FSRNX - VRTPX
99%
Closely correlated
+1.08%
NRERX - VRTPX
98%
Closely correlated
+1.10%
NRREX - VRTPX
98%
Closely correlated
N/A
CRCRX - VRTPX
98%
Closely correlated
+0.82%
RRRCX - VRTPX
98%
Closely correlated
+0.91%
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