3 / 5 Stars
2 2 3 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 56 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 11.87 percent over the past year, 7.93 percent over the past three years, and 15.80 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||10.9%|
|3 Years (Annualized)||7.9%|
|5 Years (Annualized)||15.8%|
|10 Years (Annualized)||N/A|
The investment seeks high total return. Under normal market conditions, the fund invests at least 80% of its net assets in securities of companies located anywhere in the world that operate in the real estate sector, including: real estate investment trusts (REITs) and similar REIT-like entities domiciled outside the U.S.; companies qualifying under U.S. federal tax law as REITs; and companies that derive at least half of their assets or revenues from the ownership, management, development or sale of residential, or commercial real estate (such as real estate operating or service companies). It is non-diversified.
Fees are High compared to funds in the same category.
Franklin Global Real Estate Fund has an expense ratio of 2.14 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.