4 / 5 Stars
2 2 2 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#20 in Global Real Estate
U.S. News evaluated 57 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 4.43 percent over the past year, 6.20 percent over the past three years, and 23.26 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.7%|
|3 Years (Annualized)||6.2%|
|5 Years (Annualized)||23.3%|
|10 Years (Annualized)||N/A|
The investment seeks total return through investment in global real estate equity securities. The fund invests at least 80%, and normally substantially all, of its total assets in common stocks and other equity securities issued by U.S. and non-U.S. real estate companies. It invests significantly (at least 40%-unless market conditions are not deemed favorable by 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. The fund allocates its assets among various regions and countries, including the United States.
Fees are Above Average compared to funds in the same category.
Cohen & Steers Institutional Global Realty Shares has an expense ratio of 1.00 percent.
Risk is Average compared to funds in the same category according to Morningstar.