| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
3
1
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#39 in Global Real Estate
U.S. News evaluated 55 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 23.46 percent over the past year, 12.05 percent over the past three years, 2.59 percent over the past five years, and 10.75 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.8% |
| 1 Year | 23.5% |
| 3 Years (Annualized) | 12.1% |
| 5 Years (Annualized) | 2.6% |
| 10 Years (Annualized) | 10.7% |
Summary
The investment seeks total return through investment in global real estate equity securities. The fund invests at least 80%, and usually substantially all, of its total assets in common stocks and other equity securities issued by U.S. and non-U.S. real estate companies, including real estate investment trusts and similar REIT-like entities. It will invest significantly (at least 40%-unless market conditions are not deemed favorable by Cohen & Steers Capital Management, Inc. (the Advisor), in which case the fund would invest at least 30%) in real estate companies organized or located outside the U.S. or doing a substantial amount of business outside the U.S.
Fees
Fees are Above Average compared to funds in the same category.
Cohen & Steers Global Realty Fund has an expense ratio of 1.51 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
