Understand what a hedge fund is, how it differs from a mutual fund, and the function of real estate hedge funds.

While real estate mutual funds don’t lead in price appreciation or income generation among Morningstar fund categories, they provide an excellent balance of both over time. Currently ...

In 2024, Davis Real Estate Fund returned 4.89% compared to 9.15% for the Wilshire U.S. Real Estate Securities Index. We ...

The Fund seeks to provide investment results that correspond to the total return of equity REITs and other real estate-related investments. The Fund normally investing at least 80% of assets in ...