1 / 5 Stars
1 2 1 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
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 0.47 percent over the past year, 3.97 percent over the past three years, and 17.96 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.2%|
|3 Years (Annualized)||4.0%|
|5 Years (Annualized)||18.0%|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund invests at least 80% of its total assets in a portfolio of non-U.S. real estate equity securities. Real estate equity securities include common stocks, preferred stocks and other equity securities issued by real estate companies, including real estate investment trusts (REITs) and similar REIT-like entities. It may invest up to 20% of its total assets in the equity securities of U.S. REITs and other U.S. real estate companies. The fund may invest up to 15% of its total assets in emerging market companies. It is non-diversified.
Fees are High compared to funds in the same category.
Cohen & Steers International Realty Fund has an expense ratio of 2.21 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.