3 / 5 Stars
2 3 1 1 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 58 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 0.25 percent over the past year, 6.44 percent over the past three years, 17.15 percent over the past five years, and 5.91 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.7%|
|3 Years (Annualized)||6.4%|
|5 Years (Annualized)||17.2%|
|10 Years (Annualized)||5.9%|
The investment seeks total return from long-term growth of capital and income. Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of real estate investment trusts, or REITs, and other real estate industry companies, such as real estate operating companies, or REOCs. It invests in U.S. and non-U.S. issuers. Under normal circumstances, the fund invests significantly (at least 40%--unless market conditions are not deemed favorable by the Adviser) in securities of non-U.S. companies. In addition, it invests, under normal circumstances, in the equity securities of companies located in at least three countries.
Fees are High compared to funds in the same category.
AllianceBernstein Global Real Estate Investment Fund has an expense ratio of 2.23 percent.
Risk is Average compared to funds in the same category according to Morningstar.