Brookfield Global Listed Real Estate Fund

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.

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Performance

The fund has returned 6.65 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date 5.4%
1 Year 6.6%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return through growth of capital and current income. The fund seeks to achieve its investment objective by investing primarily in real estate investment trusts and other securities in the real estate industry. It normally will attempt to achieve its investment objective by investing, as a principal strategy, at least 80% of its net assets in publicly traded equity securities of real estate companies listed on a domestic or foreign exchange, throughout the world, including the United States.

Fees

Fees are Above Average compared to funds in the same category.
Brookfield Global Listed Real Estate Fund has an expense ratio of 1.20 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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