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15 important things you should know about American Century Investments REACX mutual fund

Updated: Last Wednesday
71
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • 15-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • High expense ratio

Before we start: if you’re looking for REACX “stock” price, you can quickly find it out by visiting Finny and typing "REACX quote". If you’re looking for a quick scoop on REACX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "REACX". You’ll get all this info in one place.

Are you looking to buy or sell REACX? Or perhaps you’re looking for REACX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this REACX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: REACX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: REACX buy or sell; the pros and cons of investing in REACX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to REACX.

And here is the list of questions we’ll answer:

  1. Describe American Century Capital Portfolios, Inc: Real Estate Fund; Investor Class Shares (REACX).
  2. What are REACX holdings?
  3. What is REACX performance? What are REACX historical returns?
  4. How many up and down years did REACX have historically?
  5. What is REACX dividend yield?
  6. What is REACX minimum initial investment amount?
  7. What is REACX expense ratio?
  8. Does REACX have any sales loads or 12b-1 distribution expenses?
  9. What is REACX tax efficiency (tax-cost ratio)?
  10. What is REACX beta? How would you assess REACX risk?
  11. What is REACX Sharpe ratio?
  12. What is REACX Finny Score? REACX buy or sell?
  13. What are the pros of investing in REACX? What are REACX buy reasons?
  14. What are the cons of investing in REACX? What are REACX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Century Capital Portfolios, Inc: Real Estate Fund; Investor Class Shares (REACX).

The Fund seeks high total investment return through a combination of capital appreciation and current income. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities issued by real estate investment trusts and other companies engaged in the real estate industry.

2. What are REACX top holdings?

REACX has 42 stock holdings and 0 bond holdings.

The top 10 holdings represent 52.73% of total assets. Here are the top holdings:

Name Symbol % Assets
Prologis Inc PLD 10.95%
Equinix Inc EQIX 8.56%
Invitation Homes Inc INVH 5.00%
Welltower Inc WELL 4.87%
Digital Realty Trust Inc DLR 4.83%
Mid-America Apartment Communities Inc MAA 4.06%
Sun Communities Inc SUI 4.05%
Realty Income Corp O 3.78%
Extra Space Storage Inc EXR 3.36%
UDR Inc UDR 3.27%

3. What is REACX performance? What are REACX historical returns?

REACX has generated the following returns:

  • 1-month return is 2.06%;
  • 3-month return is 2.75%;
  • 1-year return is -15.80%;
  • 3-year return is 3.29%;
  • 5-year return is 3.57%;
  • 10-year return is 8.01%;
  • 15-year return is 5.95%.

4. How many up and down years did REACX have historically?

In the last 10 years, REACX had 9 up years and 1 down year.

REACX up and down years

5. What is REACX dividend yield?

REACX yield is 2.35%.

6. What is REACX minimum initial investment amount?

REACX minimum initial investment amount is $3.00K.

7. What is REACX expense ratio?

REACX expense ratio is 1.16%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

REACX expenses

8. Does REACX have any sales loads or 12b-1 distribution expenses?

REACX 12b-1 distribution fee is 0. REACX front-end sales load is 0. REACX back-end sales load is 0.

9. What is REACX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 2.3%;
  • 3-year ax cost ratio is 2.05%.
REACX tax costs

10. What is REACX beta? How would you assess REACX risk?

  • 3-year beta is 0.73;
  • 5-year beta is 0.71;
  • 10-year beta is 0.72;
  • 15-year beta is 1.02.
REACX Beta

11. What is REACX Sharpe ratio?

  • 3-year Sharpe ratio is 0.11;
  • 5-year Sharpe ratio is 0.29;
  • 10-year Sharpe ratio is 0.62;
  • 15-year Sharpe ratio is 0.32.
REACX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 71. Our quantitative analysis shows 5 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 71.

13. What are the pros of investing in REACX? What are REACX buy reasons?

The following are REACX strengths from our perspective:

  • <strong>REACX 3-year return</strong> is 3.29%, which is higher than the 3-year return of the benchmark index (MSCI US REIT GR USD), 1.13%.
  • <strong>REACX 5-year return</strong> is 3.57%, which is higher than the 5-year return of the benchmark index (MSCI US REIT GR USD), 2.84%.
  • <strong>REACX 10-year return</strong> is 8.01%, which is higher than the 10-year return of the benchmark index (MSCI US REIT GR USD), 7.38%.
  • <strong>REACX 15-year return</strong> is 5.95%, which is in line with the 15-year return of the benchmark index (MSCI US REIT GR USD), 6.27%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in REACX? What are REACX negatives?

The following are REACX weaknesses from our perspective:

  • <strong>REACX net assets</strong> are $334.80 million. This fund is not a popular choice with retail investors.
  • <strong>REACX expense ratio</strong> is 1.16%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the REACX review, we covered REACX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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