Virtus Duff & Phelps Real Estate Securities Fund Class C is a mutual fund specializing in U.S. real estate securities. Its primary function is to provide investors with access to companies whose revenues are largely driven by recurring rental income, with a particular emphasis on high-quality commercial real estate owner/operators. Managed by Duff & Phelps Investment Management, a firm with a long-standing real assets focus, the fund uses a disciplined, bottom-up selection process that blends qualitative and quantitative analysis, targeting stable cash flows and long-term value creation through real estate investment trusts (REITs) and similar entities. The portfolio typically comprises a concentrated selection of 25-45 securities, aiming to benefit from inefficiencies in the real estate market while maintaining lower turnover. By focusing on real estate, the fund seeks to offer diversification benefits, as real estate assets historically exhibit lower correlations to traditional stock and bond markets, and strives for a balance between income generation and growth. The fund plays a significant role for investors seeking specialized exposure to the U.S. real estate sector within a broader investment portfolio.
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