T. Rowe Price Real Estate is showing signs of life under its current manager, validating our cautious optimism. The I shares earn a Morningstar Analyst Rating of Bronze, while the no-load and Advisor shares still earn a Neutral rating.
Will TRREX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TRREX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TRREX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of TRREX’s parent organization’s priorities and whether they’re in line with investors’ interests.