2 / 5 Stars
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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 -0.41 percent over the past year, 4.42 percent over the past three years, 16.59 percent over the past five years, and 5.27 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.8%|
|3 Years (Annualized)||4.4%|
|5 Years (Annualized)||16.6%|
|10 Years (Annualized)||5.3%|
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 are High compared to funds in the same category.
Cohen & Steers Global Realty Fund has an expense ratio of 2.16 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.