REITs

Unaudited Quarterly Summary as of 9/30/2017
Total Market Value: $749.8 million
5.90% of OPERS HC Fund
Quarter Return: 0.39%
Benchmark Return: 0.38%
Year To Date Return: 1.77%
Benchmark Return: 1.75%

The internal active REITs Portfolio is a blend of quantitative and fundamental disciplines combined to create a low turnover, diversified core portfolio that is able to produce consistent risk-adjusted returns. REITs sub-asset class has a targeted allocation of 6% in the Health Care Fund

The portfolio utilizes a proprietary dynamic weighted quintile ranking stock selection system.

The portfolio is managed with a relative value orientation and is focused on companies with conservative balance sheets, credible management teams, and consistent earnings.