AllianceBernstein Global Real Estate Investment Fund

Scorecard
3 / 5 Stars
Lipper
3 4 2 1 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D (Sell)

U.S. News evaluated 56 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 13.21 percent over the past year, 9.17 percent over the past three years, 16.60 percent over the past five years, and 7.61 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 10.4%
1 Year 13.2%
3 Years (Annualized) 9.2%
5 Years (Annualized) 16.6%
10 Years (Annualized) 7.6%

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Summary

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

Fees are Above Average compared to funds in the same category.
AllianceBernstein Global Real Estate Investment Fund has an expense ratio of 1.34 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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