| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
3
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
#5 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 32.87 percent over the past year, 14.73 percent over the past three years, and 3.94 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.0% |
| 1 Year | 32.9% |
| 3 Years (Annualized) | 14.7% |
| 5 Years (Annualized) | 3.9% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide current income and long-term capital gains. Under normal market circumstances, the fund will invest at least 80% of its net assets (which, for purposes of this policy, may include borrowings for investment purposes) in the equity securities of non-U.S. companies (with a primary emphasis on real estate investment trusts ("REITs") or REIT-like structures) that are "principally engaged" in the ownership, construction, management, financing, or sale of residential, commercial, or industrial real estate.
Fees
Fees are Above Average compared to funds in the same category.
E.I.I. International Property Fund has an expense ratio of 1.00 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
