3 / 5 Stars
4 5 1 3 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#3 in Global Real Estate
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 -1.62 percent over the past year, 4.88 percent over the past three years, and 18.14 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.9%|
|3 Years (Annualized)||4.9%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||N/A|
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 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 is Above Average compared to funds in the same category according to Morningstar.