1 / 5 Stars
1 3 1 2 2
Zacks Investment Research
5 (Strong Sell)
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 -1.43 percent over the past year, 4.07 percent over the past three years, and 13.65 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||4.1%|
|5 Years (Annualized)||13.6%|
|10 Years (Annualized)||N/A|
The investment seeks total return comprised of long-term growth of capital and dividend income. The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in a portfolio of equity investments in issuers that are primarily engaged in or related to the real estate industry ("real estate industry companies") outside the United States. It may also invest up to 20% of its total assets in REITs or other real estate industry companies organized or principally traded in the United States, other equity investments, and fixed income investments. The fund is non-diversified.
Fees are High compared to funds in the same category.
Goldman Sachs International Real Estate Securities Fund has an expense ratio of 2.27 percent.
Risk is Average compared to funds in the same category according to Morningstar.