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|(REIT) REIT Opportunity Fund|
|MODEL INCEPTION (04/03/2009)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||Actions|
|9+ YRS||15.60%||15.52%||View Fund Stats Track Fund|
|RETURN PERIOD (As Of: 03/31/2018)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||ACHIEVEMENTS|
|Show Fund Strategy|
|Click Here to View More Information About This Fund.|
At $109, Digital Realty Trust (DLR) has lost almost 10% since June 23. A lot of investors like to buy stocks on price dips like this. But Sam Miklosko, a top REIT manager, thinks that would be a Read More...
JUL 11, 2017 | Forbes Article
Since 2008, REITs have been the salvation for conservative investors, often paying out 100 times more than savings accounts and money market funds. However, in anticipation of rising interest rates, Read More...
JUN 29, 2017 | Forbes Article
For years now, REITs have paid dividends that are 50 to 100 times what money market funds have paid. But conservative investors have avoided them because of the risk that a sharp rise in interest Read More...
APR 28, 2017 | Forbes Article
While bank CDs and money market funds have been paying next to nothing for the past 8 years, good REIT managers have delivered double digit total returns. But, Sam Miklosko says it’s time to sell Read More...
OCT 20, 2016 | Forbes Article
The Federal government’s spending accounts for 22% of the U.S. economy so the prospects for many companies will rise or fall depending on the election’s outcome. For a moment let’s take a break Read More...
OCT 19, 2016 | Forbes Article
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