2 / 5 Stars
4 1 2 1 1
Zacks Investment Research
Standard & Poor's
3 / 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 -12.68 percent over the past year, 5.61 percent over the past three years, and 15.87 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.1%|
|3 Years (Annualized)||5.6%|
|5 Years (Annualized)||15.9%|
|10 Years (Annualized)||N/A|
The investment seeks total return from both capital appreciation and current income. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes, if any, in non-U.S. securities of real estate and real estate-related companies in at least three different countries. It may invest up to 20% of its assets in U.S. real estate and real estate related companies. The fund may invest in securities of companies having any capitalization and debt securities of any maturity. It is non-diversified.
Fees are High compared to funds in the same category.
Forward International Real Estate Fund has an expense ratio of 2.40 percent.
Risk is Average compared to funds in the same category according to Morningstar.